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 GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $39,553 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,773 | $51,197+96.8% | $82,719+21.8% | $66,914+50.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -16.64% | -9.64%-7.0pp | 701.18%-717.8pp | 1.58%-18.2pp |
| Employer contribution / active EE | $9,054 | $2,611+246.8% | $3,009+200.9% | $2,544+255.9% |
| Participant deferral / active EE | $7,643 | $3,458+121.0% | $4,395+73.9% | $4,237+80.4% |
| Admin fee / account holder | $8 | $416-98.2% | $5,329-99.9% | $593-98.7% |