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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $61,918 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,748 | $95,274-26.8% | $135,903-48.7% | $74,419-6.3% |
| Participation rate | 91.2% | 78.2%+13.0pp | 81.9%+9.3pp | 70.7%+20.4pp |
| Annual return | 19.96% | 32.77%-12.8pp | 68.23%-48.3pp | 34.38%-14.4pp |
| Employer contribution / active EE | $3,102 | $3,874-19.9% | $4,856-36.1% | $2,637+17.6% |
| Participant deferral / active EE | $8,430 | $7,782+8.3% | $7,758+8.7% | $4,528+86.2% |
| Admin fee / account holder | $133 | $266-49.9% | $10,762-98.8% | $348-61.7% |