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 GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $48,431 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,746 | $60,323+103.5% | $81,812+50.0% | $74,495+64.8% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.04% | 16.90%-2.9pp | 773.79%-759.8pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $9,229 | $2,620+252.2% | $2,912+216.9% | $2,623+251.8% |
| Participant deferral / active EE | $8,323 | $3,387+145.7% | $4,319+92.7% | $4,346+91.5% |
| Admin fee / account holder | $13 | $1,486-99.1% | $7,386-99.8% | $1,942-99.3% |