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 GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $150,542 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,695 | $99,078-33.7% | $96,544-32.0% | $74,419-11.7% |
| Participation rate | 98.7% | 80.7%+18.1pp | 76.0%+22.8pp | 70.7%+28.0pp |
| Annual return | 15.18% | 22.48%-7.3pp | 25.84%-10.7pp | 34.38%-19.2pp |
| Employer contribution / active EE | $1,616 | $2,570-37.1% | $2,965-45.5% | $2,637-38.7% |
| Participant deferral / active EE | $3,908 | $4,933-20.8% | $4,851-19.4% | $4,528-13.7% |
| Admin fee / account holder | $68 | $225-69.8% | $8,252-99.2% | $348-80.5% |