Filed August 6, 2021
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $2,849 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,909 | $51,878+7.8% | $68,368-18.2% | $79,634-29.8% |
| Participation rate | 82.9% | 53.7%+29.2pp | 73.8%+9.1pp | 62.5%+20.4pp |
| Annual return | 12.17% | 137.43%-125.3pp | 292.57%-280.4pp | 36.46%-24.3pp |
| Employer contribution / active EE | $4,264 | $1,931+120.8% | $2,649+61.0% | $2,529+68.6% |
| Participant deferral / active EE | $0 | $2,577-100.0% | $4,123-100.0% | $3,835-100.0% |
| Admin fee / account holder | $26 | $942-97.2% | $5,150-99.5% | $1,002-97.4% |