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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $38,498 |
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 | $27,579 | $39,245-29.7% | $64,105-57.0% | $52,331-47.3% |
| Participation rate | 71.4% | 58.2%+13.1pp | 68.2%+3.2pp | 68.1%+3.3pp |
| Annual return | -2.20% | 14.79%-17.0pp | 791.24%-793.4pp | 4.54%-6.7pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,188 | $1,992+9.9% | $2,822-22.5% | $3,022-27.6% |
| Admin fee / account holder | $21 | $592-96.5% | $4,499-99.5% | $592-96.5% |