Filed July 18, 2022 (most recent of 2 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 | Recordkeeping and information managem... | $71,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,316 | $63,745-11.7% | $98,442-42.8% | $79,386-29.1% |
| Participation rate | 45.1% | 69.9%-24.8pp | 73.3%-28.2pp | 70.7%-25.6pp |
| Annual return | 15.67% | 625.80%-610.1pp | 1492.73%-1477.1pp | 116.85%-101.2pp |
| Employer contribution / active EE | $1,107 | $2,557-56.7% | $2,960-62.6% | $2,427-54.4% |
| Participant deferral / active EE | $2,702 | $3,303-18.2% | $4,276-36.8% | $4,046-33.2% |
| Admin fee / account holder | $47 | $516-90.8% | $5,949-99.2% | $626-92.4% |