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 GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $69,444 |
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 | $46,655 | $58,264-19.9% | $86,612-46.1% | $71,457-34.7% |
| Participation rate | 59.5% | 65.0%-5.5pp | 71.7%-12.2pp | 67.9%-8.4pp |
| Annual return | 22.21% | 21.63%+0.6pp | 591.07%-568.9pp | 28.85%-6.6pp |
| Employer contribution / active EE | $1,580 | $2,574-38.6% | $3,022-47.7% | $2,588-38.9% |
| Participant deferral / active EE | $3,102 | $3,436-9.7% | $4,438-30.1% | $4,289-27.7% |
| Admin fee / account holder | $31 | $1,057-97.1% | $5,614-99.4% | $1,587-98.0% |