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 Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $65,267 |
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 | $64,871 | $88,515-26.7% | $162,163-60.0% | $67,579-4.0% |
| Participation rate | 95.7% | 86.8%+8.9pp | 87.6%+8.1pp | 71.3%+24.4pp |
| Annual return | 22.84% | 27.04%-4.2pp | 115.59%-92.8pp | 378.56%-355.7pp |
| Employer contribution / active EE | $2,152 | $3,563-39.6% | $5,614-61.7% | $2,148+0.2% |
| Participant deferral / active EE | $3,629 | $5,724-36.6% | $7,298-50.3% | $3,539+2.5% |
| Admin fee / account holder | $182 | $124+47.0% | $10,843-98.3% | $142+27.8% |