Filed March 16, 2022 (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 GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $145,670 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,829 | $72,254-17.2% | $86,677-31.0% | $64,808-7.7% |
| Participation rate | 99.2% | 80.4%+18.8pp | 76.6%+22.6pp | 71.5%+27.8pp |
| Annual return | -14.61% | 392.42%-407.0pp | 35.91%-50.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,646 | $2,393-31.2% | $2,836-42.0% | $2,506-34.3% |
| Participant deferral / active EE | $3,735 | $4,658-19.8% | $4,656-19.8% | $4,310-13.3% |
| Admin fee / account holder | $66 | $174-62.1% | $7,493-99.1% | $188-64.9% |