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+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $21,833 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES, INC. Service code 27 · EIN 13-3175978 | Advisory (Plan) | $11,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,962 | $70,667-13.7% | $123,104-50.5% | $52,331+16.5% |
| Participation rate | 47.3% | 83.7%-36.4pp | 86.8%-39.4pp | 68.1%-20.8pp |
| Annual return | 1.40% | 6.23%-4.8pp | 13.22%-11.8pp | 4.54%-3.1pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $7,273 | $4,493+61.9% | $6,230+16.7% | $3,022+140.6% |
| Admin fee / account holder | $282 | $506-44.3% | $9,015-96.9% | $592-52.3% |