Filed February 15, 2023 (most recent of 3 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 GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $22,797 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,976 | $121,341-56.3% | $189,513-72.0% | $79,386-33.3% |
| Participation rate | 99.6% | 86.1%+13.5pp | 87.8%+11.8pp | 70.7%+28.9pp |
| Annual return | 14.11% | 21.08%-7.0pp | 555.15%-541.0pp | 116.85%-102.7pp |
| Employer contribution / active EE | $3,111 | $3,915-20.5% | $6,162-49.5% | $2,427+28.2% |
| Participant deferral / active EE | $3,816 | $6,395-40.3% | $8,221-53.6% | $4,046-5.7% |
| Admin fee / account holder | $33 | $651-95.0% | $12,045-99.7% | $626-94.8% |