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 GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $42,932 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,512 | $58,264+101.7% | $86,612+35.7% | $71,457+64.5% |
| Participation rate | 99.1% | 65.0%+34.1pp | 71.7%+27.4pp | 67.9%+31.1pp |
| Annual return | 18.33% | 21.63%-3.3pp | 591.07%-572.7pp | 28.85%-10.5pp |
| Employer contribution / active EE | $10,084 | $2,574+291.8% | $3,022+233.6% | $2,588+289.7% |
| Participant deferral / active EE | $8,526 | $3,436+148.1% | $4,438+92.1% | $4,289+98.8% |
| Admin fee / account holder | $14 | $1,057-98.6% | $5,614-99.7% | $1,587-99.1% |