Filed June 24, 2019 (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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $58,084 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,241 | $131,799-25.5% | $200,582-51.0% | $85,563+14.8% |
| Participation rate | 97.5% | 87.9%+9.6pp | 86.9%+10.6pp | 66.0%+31.6pp |
| Annual return | 17.34% | 21.59%-4.2pp | 42.33%-25.0pp | 31.51%-14.2pp |
| Employer contribution / active EE | $5,300 | $4,532+17.0% | $6,419-17.4% | $2,654+99.7% |
| Participant deferral / active EE | $5,466 | $7,702-29.0% | $9,331-41.4% | $4,375+24.9% |
| Admin fee / account holder | $40 | $235-83.0% | $16,305-99.8% | $834-95.2% |