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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $82,856 |
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 | $49,662 | $60,323-17.7% | $81,812-39.3% | $74,495-33.3% |
| Participation rate | 67.4% | 62.9%+4.6pp | 72.3%-4.9pp | 67.2%+0.2pp |
| Annual return | 16.15% | 16.90%-0.8pp | 773.79%-757.6pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,798 | $2,620-31.4% | $2,912-38.3% | $2,623-31.5% |
| Participant deferral / active EE | $3,312 | $3,387-2.2% | $4,319-23.3% | $4,346-23.8% |
| Admin fee / account holder | $36 | $1,486-97.6% | $7,386-99.5% | $1,942-98.1% |