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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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $26,582 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,593 | $106,028-30.6% | $146,958-49.9% | $77,643-5.2% |
| Participation rate | 94.0% | 78.4%+15.7pp | 82.2%+11.9pp | 70.6%+23.5pp |
| Annual return | 15.87% | 56.73%-40.9pp | 418.34%-402.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $4,847 | $4,063+19.3% | $4,933-1.7% | $2,726+77.8% |
| Participant deferral / active EE | $9,690 | $7,990+21.3% | $8,070+20.1% | $4,647+108.5% |
| Admin fee / account holder | $75 | $337-77.7% | $12,998-99.4% | $430-82.6% |