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 | Custodial (securities); Sub-transfer ... | $13,830 |
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 | $14,479 | $46,732-69.0% | $156,549-90.8% | $55,167-73.8% |
| Participation rate | 94.1% | 65.8%+28.3pp | 84.0%+10.1pp | 69.0%+25.1pp |
| Annual return | 7.27% | 17.72%-10.4pp | 32.23%-25.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $673 | $2,105-68.0% | $5,501-87.8% | $1,963-65.7% |
| Participant deferral / active EE | $1,576 | $2,204-28.5% | $4,871-67.7% | $3,054-48.4% |
| Admin fee / account holder | $140 | $418-66.5% | $13,027-98.9% | $504-72.2% |