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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $19,411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,481 | $122,239-68.5% | $184,203-79.1% | $74,495-48.3% |
| Participation rate | 55.3% | 85.5%-30.1pp | 86.8%-31.5pp | 67.2%-11.9pp |
| Annual return | 16.60% | 19.95%-3.3pp | 28.81%-12.2pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $2,176 | $4,537-52.0% | $6,427-66.1% | $2,623-17.0% |
| Participant deferral / active EE | $4,614 | $7,139-35.4% | $9,131-49.5% | $4,346+6.2% |
| Admin fee / account holder | $81 | $1,260-93.6% | $13,901-99.4% | $1,942-95.8% |