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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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $16,816 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,420 | $56,485-35.5% | $185,823-80.4% | $86,799-58.0% |
| Participation rate | 79.5% | 65.5%+14.0pp | 81.7%-2.2pp | 72.3%+7.2pp |
| Annual return | 32.72% | 118.04%-85.3pp | 122.05%-89.3pp | 97.91%-65.2pp |
| Employer contribution / active EE | $6,218 | $1,843+237.4% | $5,167+20.3% | $2,405+158.5% |
| Participant deferral / active EE | $1,820 | $2,553-28.7% | $5,568-67.3% | $4,131-56.0% |
| Admin fee / account holder | $72 | $150-51.8% | $16,237-99.6% | $170-57.5% |