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 | Custodial (other than securities); Cl... | $52,152 |
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 | $68,146 | $47,922+42.2% | $75,886-10.2% | $65,185+4.5% |
| Participation rate | 96.3% | 63.0%+33.4pp | 69.3%+27.1pp | 70.2%+26.1pp |
| Annual return | 23.31% | 24.12%-0.8pp | 30.76%-7.5pp | 29.38%-6.1pp |
| Employer contribution / active EE | $451 | $1,557-71.1% | $2,500-82.0% | $2,177-79.3% |
| Participant deferral / active EE | $4,714 | $2,550+84.9% | $3,603+30.8% | $3,514+34.2% |
| Admin fee / account holder | $23 | $532-95.7% | $5,418-99.6% | $847-97.3% |