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; Recordk... | $38,128 |
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 | $194,629 | $60,349+222.5% | $74,183+162.4% | $62,891+209.5% |
| Participation rate | 97.9% | 72.7%+25.2pp | 76.6%+21.3pp | 69.3%+28.6pp |
| Annual return | 6.54% | 21.37%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $8,577 | $1,680+410.5% | $2,370+261.9% | $2,281+276.0% |
| Participant deferral / active EE | $5,641 | $2,856+97.5% | $3,550+58.9% | $3,203+76.1% |
| Admin fee / account holder | $27 | $4,261-99.4% | $5,586-99.5% | $4,296-99.4% |