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 GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $32,149 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,917 | $132,049+140.0% | $200,582+58.0% | $74,304+326.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 13.30% | 22.22%-8.9pp | 42.33%-29.0pp | 29.43%-16.1pp |
| Employer contribution / active EE | $8,208 | $4,558+80.1% | $6,419+27.9% | $2,241+266.2% |
| Participant deferral / active EE | $19,157 | $7,213+165.6% | $9,331+105.3% | $3,767+408.5% |
| Admin fee / account holder | $8 | $2,405-99.7% | $16,305-100.0% | $2,969-99.7% |