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... | $27,867 |
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 | $54,948 | $72,388-24.1% | $111,392-50.7% | $64,186-14.4% |
| Participation rate | 72.6% | 70.5%+2.1pp | 78.9%-6.3pp | 69.6%+3.0pp |
| Annual return | -4.52% | -1.50%-3.0pp | -2.06%-2.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $3,000-100.0% | $4,328-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,024 | $4,241-28.7% | $5,567-45.7% | $3,470-12.8% |
| Admin fee / account holder | $44 | $5,719-99.2% | $12,266-99.6% | $4,888-99.1% |