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 GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $61,995 |
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 | $92,829 | $104,475-11.1% | $159,436-41.8% | $79,386+16.9% |
| Participation rate | 90.8% | 76.6%+14.2pp | 82.8%+8.0pp | 70.7%+20.1pp |
| Annual return | 15.25% | 67.95%-52.7pp | 263.57%-248.3pp | 116.85%-101.6pp |
| Employer contribution / active EE | $4,787 | $3,417+40.1% | $4,829-0.9% | $2,427+97.2% |
| Participant deferral / active EE | $7,401 | $6,467+14.4% | $7,352+0.7% | $4,046+82.9% |
| Admin fee / account holder | $32 | $711-95.6% | $10,799-99.7% | $626-95.0% |