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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 GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $4,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,876 | $50,982-23.7% | $154,803-74.9% | $85,563-54.6% |
| Participation rate | 34.3% | 59.8%-25.5pp | 78.1%-43.8pp | 66.0%-31.7pp |
| Annual return | 11.86% | 30.35%-18.5pp | 58.88%-47.0pp | 31.51%-19.7pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,097 | $2,474-55.7% | $5,540-80.2% | $4,375-74.9% |
| Admin fee / account holder | $16 | $846-98.2% | $14,329-99.9% | $834-98.1% |