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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.
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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $54,116 |
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 | $44,301 | $50,815-12.8% | $155,509-71.5% | $77,643-42.9% |
| Participation rate | 64.3% | 63.1%+1.2pp | 78.2%-13.9pp | 70.6%-6.3pp |
| Annual return | 13.66% | 34.80%-21.1pp | 64.67%-51.0pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,269 | $1,993-36.3% | $4,672-72.8% | $2,726-53.5% |
| Participant deferral / active EE | $2,670 | $2,822-5.4% | $5,626-52.5% | $4,647-42.6% |
| Admin fee / account holder | $32 | $437-92.6% | $15,912-99.8% | $430-92.5% |