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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $7,602 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,103 | $73,360-23.5% | $177,989-68.5% | $74,495-24.7% |
| Participation rate | 93.0% | 66.6%+26.4pp | 77.1%+16.0pp | 67.2%+25.8pp |
| Annual return | 10.95% | 17.49%-6.5pp | 294.48%-283.5pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,934 | $2,216-12.7% | $3,949-51.0% | $2,623-26.3% |
| Participant deferral / active EE | $3,641 | $4,513-19.3% | $6,276-42.0% | $4,346-16.2% |
| Admin fee / account holder | $30 | $1,808-98.3% | $10,363-99.7% | $1,942-98.4% |