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 19 · EIN 93-1253576 | Securities Custodian | $13,723 |
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 | $103,854 | $75,183+38.1% | $123,892-16.2% | $55,167+88.3% |
| Participation rate | 81.6% | 72.8%+8.8pp | 81.4%+0.2pp | 69.0%+12.7pp |
| Annual return | 8.79% | 19.01%-10.2pp | 47.52%-38.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $2,098 | $2,823-25.7% | $4,617-54.6% | $1,963+6.9% |
| Participant deferral / active EE | $5,130 | $5,084+0.9% | $5,984-14.3% | $3,054+68.0% |
| Admin fee / account holder | $3 | $663-99.6% | $8,357-100.0% | $504-99.5% |