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 GROUP6+ years Service code 12 · EIN 35-1253576 | Custodial (securities); Sub-transfer ... | $84,345 |
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 | $70,653 | $111,608-36.7% | $177,821-60.3% | $73,409-3.8% |
| Participation rate | 98.2% | 87.9%+10.3pp | 87.7%+10.5pp | 72.2%+26.0pp |
| Annual return | 13.41% | 18.23%-4.8pp | 48.32%-34.9pp | 59.29%-45.9pp |
| Employer contribution / active EE | $3,378 | $3,796-11.0% | $5,918-42.9% | $2,234+51.2% |
| Participant deferral / active EE | $3,888 | $6,199-37.3% | $7,714-49.6% | $3,805+2.2% |
| Admin fee / account holder | $110 | $166-33.5% | $12,427-99.1% | $158-30.3% |