See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $44,406 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,922 | $136,307-55.3% | $177,821-65.7% | $73,488-17.1% |
| Participation rate | 98.1% | 86.1%+12.0pp | 87.7%+10.4pp | 70.7%+27.4pp |
| Annual return | 14.35% | 18.68%-4.3pp | 48.32%-34.0pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,374 | $3,712-36.1% | $5,918-59.9% | $2,270+4.6% |
| Participant deferral / active EE | $4,363 | $5,829-25.1% | $7,714-43.4% | $3,740+16.7% |
| Admin fee / account holder | $20 | $596-96.6% | $12,427-99.8% | $513-96.1% |