Filed May 4, 2022
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 | Recordkeeping and information managem... | $20,289 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,956 | $68,408+76.8% | $57,179+111.5% | $57,658+109.8% |
| Participation rate | 30.0% | 79.1%-49.1pp | 75.3%-45.3pp | 70.2%-40.2pp |
| Annual return | 7.03% | 8.51%-1.5pp | 14.59%-7.6pp | 5.13%+1.9pp |
| Employer contribution / active EE | $2,028 | $2,869-29.3% | $2,682-24.4% | $1,974+2.7% |
| Participant deferral / active EE | $2,919 | $2,903+0.6% | $3,096-5.7% | $3,061-4.6% |
| Admin fee / account holder | $9 | $70-87.5% | $3,139-99.7% | $95-90.8% |