Filed August 6, 2021
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 GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $2,849 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,909 | $61,058-8.4% | $71,209-21.5% | $85,563-34.7% |
| Participation rate | 82.9% | 58.6%+24.3pp | 73.8%+9.1pp | 66.0%+16.9pp |
| Annual return | 12.17% | 100.41%-88.2pp | 282.51%-270.3pp | 31.51%-19.3pp |
| Employer contribution / active EE | $4,264 | $2,199+94.0% | $2,721+56.7% | $2,654+60.7% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,175-100.0% | $4,375-100.0% |
| Admin fee / account holder | $26 | $855-97.0% | $5,349-99.5% | $834-96.9% |