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 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $35,195 |
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 | $63,265 | $58,726+7.7% | $92,233-31.4% | $62,292+1.6% |
| Participation rate | 94.0% | 68.3%+25.6pp | 76.5%+17.5pp | 69.5%+24.5pp |
| Annual return | 16.51% | 43.62%-27.1pp | 176.28%-159.8pp | 28.90%-12.4pp |
| Employer contribution / active EE | $2,604 | $2,392+8.9% | $3,679-29.2% | $2,042+27.5% |
| Participant deferral / active EE | $6,240 | $2,766+125.6% | $3,897+60.1% | $3,169+96.9% |
| Admin fee / account holder | $15 | $556-97.3% | $5,194-99.7% | $479-96.9% |