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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... | $52,991 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,087 | $82,202-25.7% | $125,339-51.3% | $64,808-5.7% |
| Participation rate | 87.3% | 77.9%+9.4pp | 82.4%+4.9pp | 71.5%+15.8pp |
| Annual return | -13.42% | 3.48%-16.9pp | 572.05%-585.5pp | 32.82%-46.2pp |
| Employer contribution / active EE | $2,513 | $3,615-30.5% | $4,814-47.8% | $2,506+0.3% |
| Participant deferral / active EE | $7,329 | $7,175+2.1% | $7,446-1.6% | $4,310+70.0% |
| Admin fee / account holder | $133 | $163-18.7% | $10,010-98.7% | $188-29.3% |