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... | $39,490 |
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 | $36,868 | $41,281-10.7% | $109,313-66.3% | $57,658-36.1% |
| Participation rate | 70.8% | 59.3%+11.5pp | 71.3%-0.5pp | 70.2%+0.6pp |
| Annual return | 6.98% | 8.97%-2.0pp | 22.07%-15.1pp | 5.13%+1.8pp |
| Employer contribution / active EE | $1,805 | $1,201+50.2% | $3,892-53.6% | $1,974-8.5% |
| Participant deferral / active EE | $2,175 | $2,223-2.2% | $3,166-31.3% | $3,061-28.9% |
| Admin fee / account holder | $94 | $75+25.1% | $5,666-98.3% | $95-0.4% |