Filed March 29, 2023 (most recent of 2 filings on file)
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 (other than securities); Cl... | $40,028 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,735 | $63,745+91.0% | $98,442+23.7% | $79,386+53.3% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 16.22% | 625.80%-609.6pp | 1492.73%-1476.5pp | 116.85%-100.6pp |
| Employer contribution / active EE | $7,981 | $2,557+212.1% | $2,960+169.7% | $2,427+228.8% |
| Participant deferral / active EE | $6,887 | $3,303+108.5% | $4,276+61.1% | $4,046+70.2% |
| Admin fee / account holder | $3 | $516-99.4% | $5,949-99.9% | $626-99.5% |