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 | Claims processing; Custodial (other t... | $8,474 |
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 | $81,954 | $42,546+92.6% | $71,796+14.1% | $55,167+48.6% |
| Participation rate | 96.1% | 59.1%+37.0pp | 69.1%+27.0pp | 69.0%+27.1pp |
| Annual return | 7.20% | 12.36%-5.2pp | 78.04%-70.8pp | 169.23%-162.0pp |
| Employer contribution / active EE | $2,326 | $803+189.5% | $1,924+20.8% | $1,963+18.5% |
| Participant deferral / active EE | $4,009 | $2,064+94.2% | $2,794+43.5% | $3,054+31.3% |
| Admin fee / account holder | $29 | $650-95.5% | $4,815-99.4% | $504-94.2% |