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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $43,385 |
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 | $74,013 | $73,102+1.2% | $123,544-40.1% | $56,287+31.5% |
| Participation rate | 92.7% | 74.3%+18.4pp | 82.3%+10.4pp | 69.9%+22.9pp |
| Annual return | -5.12% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $3,240 | $2,977+8.8% | $4,628-30.0% | $2,111+53.5% |
| Participant deferral / active EE | $8,907 | $5,423+64.3% | $6,426+38.6% | $3,350+165.9% |
| Admin fee / account holder | $8 | $554-98.6% | $9,284-99.9% | $521-98.5% |