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 (securities); Sub-transfer ... | $15,340 |
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 | $92,548 | $51,466+79.8% | $78,778+17.5% | $62,292+48.6% |
| Participation rate | 97.8% | 59.8%+38.0pp | 69.2%+28.6pp | 69.5%+28.3pp |
| Annual return | 14.17% | 19.96%-5.8pp | 35.62%-21.5pp | 28.90%-14.7pp |
| Employer contribution / active EE | $3,261 | $827+294.2% | $1,986+64.2% | $2,042+59.7% |
| Participant deferral / active EE | $4,783 | $2,147+122.7% | $2,958+61.7% | $3,169+50.9% |
| Admin fee / account holder | $67 | $489-86.3% | $5,134-98.7% | $479-86.0% |