Filed April 18, 2024
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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $133,512 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,202 | $79,171+91.0% | $102,423+47.6% | $74,495+103.0% |
| Participation rate | 94.0% | 74.8%+19.2pp | 76.5%+17.5pp | 67.2%+26.8pp |
| Annual return | 14.52% | 54.93%-40.4pp | 29.32%-14.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,809 | $2,362-23.4% | $3,023-40.2% | $2,623-31.0% |
| Participant deferral / active EE | $7,237 | $4,415+63.9% | $5,053+43.2% | $4,346+66.5% |
| Admin fee / account holder | $43 | $2,001-97.8% | $9,451-99.5% | $1,942-97.8% |