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 (securities); Claims proces... | $36,485 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,965 | $82,664-40.8% | $125,339-60.9% | $68,494-28.5% |
| Participation rate | 81.4% | 75.0%+6.3pp | 82.4%-1.0pp | 67.9%+13.5pp |
| Annual return | -18.82% | -5.97%-12.8pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,404 | $3,381-28.9% | $4,814-50.1% | $2,596-7.4% |
| Participant deferral / active EE | $7,839 | $6,110+28.3% | $7,446+5.3% | $4,027+94.7% |
| Admin fee / account holder | $163 | $6,275-97.4% | $10,010-98.4% | $5,403-97.0% |