See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $83,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,322 | $25,302-47.3% | $74,701-82.2% | $67,579-80.3% |
| Participation rate | 50.5% | 37.8%+12.7pp | 54.5%-3.9pp | 71.3%-20.7pp |
| Annual return | 22.73% | 10291.17%-10268.4pp | 752.92%-730.2pp | 378.56%-355.8pp |
| Employer contribution / active EE | $158 | $446-64.5% | $1,084-85.4% | $2,148-92.6% |
| Participant deferral / active EE | $1,120 | $954+17.4% | $1,964-43.0% | $3,539-68.4% |
| Admin fee / account holder | $40 | $108-62.6% | $3,333-98.8% | $142-71.7% |