Filed March 13, 2020 (most recent of 4 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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $142,103 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,515 | $86,897-43.0% | $151,611-67.3% | $64,808-23.6% |
| Participation rate | 99.4% | 87.3%+12.1pp | 87.5%+11.9pp | 71.5%+27.9pp |
| Annual return | -16.27% | -3.57%-12.7pp | 3.33%-19.6pp | 32.82%-49.1pp |
| Employer contribution / active EE | $3,208 | $4,010-20.0% | $6,166-48.0% | $2,506+28.0% |
| Participant deferral / active EE | $3,959 | $6,690-40.8% | $8,363-52.7% | $4,310-8.2% |
| Admin fee / account holder | $30 | $153-80.7% | $11,616-99.7% | $188-84.3% |