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 GROUP3+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Claims pro... | $18,397 |
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 | $41,159 | $66,180-37.8% | $118,746-65.3% | $62,292-33.9% |
| Participation rate | 96.8% | 71.3%+25.5pp | 78.3%+18.5pp | 69.5%+27.2pp |
| Annual return | 16.36% | 60.89%-44.5pp | 24.54%-8.2pp | 28.90%-12.5pp |
| Employer contribution / active EE | $2,504 | $3,183-21.4% | $4,193-40.3% | $2,042+22.6% |
| Participant deferral / active EE | $4,621 | $4,247+8.8% | $5,332-13.3% | $3,169+45.8% |
| Admin fee / account holder | $44 | $753-94.1% | $10,720-99.6% | $479-90.8% |