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); Cl... | $53,592 |
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 | $216,219 | $62,586+245.5% | $76,768+181.7% | $64,186+236.9% |
| Participation rate | 93.9% | 72.8%+21.1pp | 77.0%+16.9pp | 69.6%+24.3pp |
| Annual return | -3.20% | -1.95%-1.3pp | 2.43%-5.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $9,741 | $1,832+431.7% | $2,485+292.0% | $2,381+309.2% |
| Participant deferral / active EE | $6,356 | $3,145+102.1% | $3,852+65.0% | $3,470+83.2% |
| Admin fee / account holder | $25 | $4,667-99.5% | $6,675-99.6% | $4,888-99.5% |