Filed September 12, 2024
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 | Custodial (securities); Recordkeeping... | $53,566 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,146 | $53,136-48.9% | $155,509-82.5% | $199,593-86.4% |
| Participation rate | 99.7% | 64.1%+35.7pp | 78.2%+21.6pp | 72.0%+27.8pp |
| Annual return | 15.46% | 41.15%-25.7pp | 64.67%-49.2pp | 34.25%-18.8pp |
| Employer contribution / active EE | $1,563 | $1,851-15.5% | $4,672-66.5% | $3,034-48.5% |
| Participant deferral / active EE | $4,511 | $3,161+42.7% | $5,626-19.8% | $5,087-11.3% |
| Admin fee / account holder | $25 | $185-86.4% | $15,912-99.8% | $269-90.6% |