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 93-1253576 | Custodial (other than securities); Re... | $58,160 |
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 | $78,237 | $55,636+40.6% | $81,983-4.6% | $73,488+6.5% |
| Participation rate | 93.0% | 62.3%+30.7pp | 69.2%+23.7pp | 70.7%+22.3pp |
| Annual return | 15.50% | 19.07%-3.6pp | 41.31%-25.8pp | 28.51%-13.0pp |
| Employer contribution / active EE | $510 | $1,625-68.6% | $2,498-79.6% | $2,270-77.5% |
| Participant deferral / active EE | $5,335 | $2,762+93.1% | $3,722+43.3% | $3,740+42.7% |
| Admin fee / account holder | $22 | $493-95.5% | $5,664-99.6% | $513-95.6% |