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 | Direct payment from the plan; Recordk... | $17,779 |
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 | $17,356 | $55,453-68.7% | $170,442-89.8% | $62,292-72.1% |
| Participation rate | 92.2% | 66.4%+25.8pp | 83.6%+8.6pp | 69.5%+22.7pp |
| Annual return | 17.78% | 21.38%-3.6pp | 205.93%-188.2pp | 28.90%-11.1pp |
| Employer contribution / active EE | $743 | $2,164-65.7% | $5,433-86.3% | $2,042-63.6% |
| Participant deferral / active EE | $1,402 | $2,303-39.1% | $4,939-71.6% | $3,169-55.8% |
| Admin fee / account holder | $169 | $455-63.0% | $13,880-98.8% | $479-64.8% |