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 7-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 | Recordkeeping and information managem... | $34,296 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,115 | $65,061-79.8% | $143,757-90.9% | $66,914-80.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -19.75% | -11.14%-8.6pp | -0.04%-19.7pp | 1.58%-21.3pp |
| Employer contribution / active EE | $2,143 | $2,361-9.2% | $4,951-56.7% | $2,544-15.8% |
| Participant deferral / active EE | $3,693 | $2,919+26.5% | $5,637-34.5% | $4,237-12.8% |
| Admin fee / account holder | $114 | $502-77.3% | $14,673-99.2% | $593-80.8% |