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 | Claims processing; Custodial (other t... | $51,091 |
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 | $37,037 | $57,103-35.1% | $87,507-57.7% | $57,658-35.8% |
| Participation rate | 82.6% | 64.3%+18.2pp | 73.8%+8.7pp | 70.2%+12.3pp |
| Annual return | 8.43% | 12.71%-4.3pp | 12.21%-3.8pp | 5.13%+3.3pp |
| Employer contribution / active EE | $370 | $1,107-66.6% | $2,550-85.5% | $1,974-81.2% |
| Participant deferral / active EE | $2,334 | $2,250+3.7% | $3,149-25.9% | $3,061-23.7% |
| Admin fee / account holder | $42 | $281-85.2% | $4,221-99.0% | $95-56.1% |