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 GROUP11+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $42,648 |
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 | $41,958 | $132,049-68.2% | $200,582-79.1% | $74,304-43.5% |
| Participation rate | 99.1% | 84.1%+15.0pp | 86.9%+12.2pp | 60.3%+38.7pp |
| Annual return | 16.75% | 22.22%-5.5pp | 42.33%-25.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $4,910 | $4,558+7.7% | $6,419-23.5% | $2,241+119.1% |
| Participant deferral / active EE | $5,368 | $7,213-25.6% | $9,331-42.5% | $3,767+42.5% |
| Admin fee / account holder | $36 | $2,405-98.5% | $16,305-99.8% | $2,969-98.8% |