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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.
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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... | $51,285 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,404 | $88,890-53.4% | $102,423-59.6% | $77,643-46.7% |
| Participation rate | 37.1% | 80.9%-43.8pp | 76.5%-39.4pp | 70.6%-33.5pp |
| Annual return | 14.39% | 24.98%-10.6pp | 29.32%-14.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $474 | $2,698-82.4% | $3,023-84.3% | $2,726-82.6% |
| Participant deferral / active EE | $3,012 | $5,145-41.5% | $5,053-40.4% | $4,647-35.2% |
| Admin fee / account holder | $46 | $235-80.3% | $9,451-99.5% | $430-89.2% |