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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.
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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 GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $14,367 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $11,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,210 | $55,415-49.1% | $155,509-81.9% | $74,495-62.1% |
| Participation rate | 36.2% | 61.9%-25.7pp | 78.2%-42.0pp | 67.2%-31.0pp |
| Annual return | 9.50% | 268.50%-259.0pp | 64.67%-55.2pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $429 | $2,267-81.1% | $4,672-90.8% | $2,623-83.7% |
| Participant deferral / active EE | $988 | $2,836-65.2% | $5,626-82.4% | $4,346-77.3% |
| Admin fee / account holder | $343 | $1,738-80.3% | $15,912-97.8% | $1,942-82.3% |