Filed March 12, 2019
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 | Custodial (other than securities); Re... | $88,257 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,444 | $50,820-20.4% | $155,567-74.0% | $77,671-47.9% |
| Participation rate | 79.5% | 63.1%+16.3pp | 78.2%+1.3pp | 70.6%+8.9pp |
| Annual return | 13.79% | 34.85%-21.1pp | 64.74%-50.9pp | 31.21%-17.4pp |
| Employer contribution / active EE | $1,582 | $1,993-20.6% | $4,674-66.2% | $2,726-42.0% |
| Participant deferral / active EE | $2,618 | $2,823-7.3% | $5,628-53.5% | $4,648-43.7% |
| Admin fee / account holder | $62 | $436-85.9% | $15,916-99.6% | $430-85.7% |