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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 GROUP10+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Direct pay... | $94,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,223 | $104,919-43.6% | $116,228-49.0% | $85,563-30.8% |
| Participation rate | 90.7% | 78.6%+12.1pp | 74.6%+16.1pp | 66.0%+24.7pp |
| Annual return | 13.44% | 15.38%-1.9pp | 90.06%-76.6pp | 31.51%-18.1pp |
| Employer contribution / active EE | $1,792 | $3,485-48.6% | $2,994-40.2% | $2,654-32.5% |
| Participant deferral / active EE | $5,794 | $5,306+9.2% | $4,953+17.0% | $4,375+32.4% |
| Admin fee / account holder | $89 | $429-79.2% | $11,989-99.3% | $834-89.3% |