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 | Recordkeeping and information managem... | $21,699 |
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 | $19,919 | $54,762-63.6% | $90,281-77.9% | $72,985-72.7% |
| Participation rate | 89.8% | 65.1%+24.6pp | 73.3%+16.5pp | 69.5%+20.3pp |
| Annual return | 18.55% | 30.63%-12.1pp | 78.10%-59.5pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,186 | $2,092-43.3% | $2,854-58.4% | $2,440-51.4% |
| Participant deferral / active EE | $1,798 | $2,887-37.7% | $3,885-53.7% | $3,607-50.2% |
| Admin fee / account holder | $99 | $3,972-97.5% | $5,351-98.2% | $5,124-98.1% |