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 GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $39,396 |
Service code 15 25 MERCHANT STREET, STE. 135 · CINCINNATI, OH 45246 | Recordkeeping | $3,782 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,452 | $78,485-45.9% | $106,213-60.0% | $74,495-43.0% |
| Participation rate | 95.7% | 72.8%+22.8pp | 75.3%+20.4pp | 67.2%+28.5pp |
| Annual return | 16.25% | 15.95%+0.3pp | 116.14%-99.9pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $4,163 | $2,523+65.0% | $3,171+31.3% | $2,623+58.7% |
| Participant deferral / active EE | $7,453 | $4,322+72.4% | $5,016+48.6% | $4,346+71.5% |
| Admin fee / account holder | $51 | $2,232-97.7% | $11,033-99.5% | $1,942-97.4% |