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 GROUP5+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $43,472 |
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 | $39,652 | $50,666-21.7% | $76,817-48.4% | $65,185-39.2% |
| Participation rate | 94.9% | 68.8%+26.0pp | 72.1%+22.8pp | 70.2%+24.7pp |
| Annual return | 21.68% | 28.51%-6.8pp | 1166.11%-1144.4pp | 29.38%-7.7pp |
| Employer contribution / active EE | $3,315 | $1,575+110.5% | $2,302+44.0% | $2,177+52.3% |
| Participant deferral / active EE | $3,702 | $2,647+39.9% | $3,336+11.0% | $3,514+5.4% |
| Admin fee / account holder | $83 | $463-82.0% | $6,420-98.7% | $847-90.2% |