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 GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $39,867 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,453 | $122,239-43.2% | $184,203-62.3% | $74,495-6.8% |
| Participation rate | 99.1% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 21.09% | 19.95%+1.1pp | 28.81%-7.7pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $3,617 | $4,537-20.3% | $6,427-43.7% | $2,623+37.9% |
| Participant deferral / active EE | $4,716 | $7,139-33.9% | $9,131-48.4% | $4,346+8.5% |
| Admin fee / account holder | $72 | $1,260-94.3% | $13,901-99.5% | $1,942-96.3% |