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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $44,789 |
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 | $42,656 | $55,449-23.1% | $83,848-49.1% | $56,287-24.2% |
| Participation rate | 77.9% | 68.0%+9.9pp | 76.1%+1.7pp | 69.9%+8.0pp |
| Annual return | -4.46% | -1.38%-3.1pp | 850.88%-855.3pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,589 | $2,430-34.6% | $3,631-56.2% | $2,111-24.7% |
| Participant deferral / active EE | $4,181 | $2,935+42.4% | $4,082+2.4% | $3,350+24.8% |
| Admin fee / account holder | $16 | $656-97.6% | $5,478-99.7% | $521-97.0% |