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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $9,819 |
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 | $42,748 | $60,165-28.9% | $74,183-42.4% | $55,167-22.5% |
| Participation rate | 96.8% | 74.2%+22.6pp | 76.6%+20.2pp | 69.0%+27.8pp |
| Annual return | 8.43% | 10.00%-1.6pp | 17.74%-9.3pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,107 | $1,600-30.8% | $2,370-53.3% | $1,963-43.6% |
| Participant deferral / active EE | $3,360 | $2,973+13.0% | $3,550-5.3% | $3,054+10.0% |
| Admin fee / account holder | $71 | $419-83.2% | $5,586-98.7% | $504-86.0% |