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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $38,018 |
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 | $24,378 | $50,637-51.9% | $86,590-71.8% | $62,292-60.9% |
| Participation rate | 81.4% | 67.9%+13.5pp | 73.5%+7.8pp | 69.5%+11.9pp |
| Annual return | 16.88% | 20.80%-3.9pp | 964.84%-948.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,783 | $2,075-14.1% | $2,839-37.2% | $2,042-12.7% |
| Participant deferral / active EE | $3,910 | $2,611+49.7% | $3,609+8.3% | $3,169+23.4% |
| Admin fee / account holder | $16 | $413-96.2% | $4,906-99.7% | $479-96.7% |