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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $34,110 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,046 | $52,884+2.2% | $84,750-36.2% | $55,167-2.0% |
| Participation rate | 91.2% | 67.5%+23.6pp | 76.6%+14.6pp | 69.0%+22.2pp |
| Annual return | -1.73% | 18.03%-19.8pp | 22.78%-24.5pp | 169.23%-171.0pp |
| Employer contribution / active EE | $1,969 | $2,233-11.8% | $3,574-44.9% | $1,963+0.3% |
| Participant deferral / active EE | $4,796 | $2,644+81.4% | $3,712+29.2% | $3,054+57.0% |
| Admin fee / account holder | $36 | $581-93.8% | $5,332-99.3% | $504-92.9% |