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; Direct pay... | $8,374 |
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 | $105,492 | $80,753+30.6% | $136,294-22.6% | $62,292+69.4% |
| Participation rate | 95.4% | 73.5%+21.9pp | 81.9%+13.5pp | 69.5%+25.9pp |
| Annual return | 20.39% | 35.83%-15.4pp | 5155.94%-5135.5pp | 28.90%-8.5pp |
| Employer contribution / active EE | $2,318 | $2,884-19.6% | $4,695-50.6% | $2,042+13.5% |
| Participant deferral / active EE | $6,466 | $5,164+25.2% | $6,247+3.5% | $3,169+104.0% |
| Admin fee / account holder | $2 | $525-99.7% | $9,243-100.0% | $479-99.7% |