Filed December 26, 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 GROUP8 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $79,854 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,495 | $47,126-54.4% | $149,673-85.6% | $74,419-71.1% |
| Participation rate | 98.6% | 63.4%+35.2pp | 78.8%+19.8pp | 70.7%+27.9pp |
| Annual return | 15.94% | 22.75%-6.8pp | 134.42%-118.5pp | 34.38%-18.4pp |
| Employer contribution / active EE | $1,546 | $1,905-18.8% | $4,818-67.9% | $2,637-41.4% |
| Participant deferral / active EE | $3,946 | $2,728+44.7% | $5,680-30.5% | $4,528-12.9% |
| Admin fee / account holder | $39 | $343-88.6% | $13,210-99.7% | $348-88.8% |