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 10-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 GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $83,533 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,433 | $53,136-52.1% | $155,509-83.6% | $199,593-87.3% |
| Participation rate | 20.0% | 64.1%-44.1pp | 78.2%-58.2pp | 72.0%-52.0pp |
| Annual return | 25.90% | 41.15%-15.2pp | 64.67%-38.8pp | 34.25%-8.3pp |
| Employer contribution / active EE | $204 | $1,851-89.0% | $4,672-95.6% | $3,034-93.3% |
| Participant deferral / active EE | $802 | $3,161-74.6% | $5,626-85.7% | $5,087-84.2% |
| Admin fee / account holder | $51 | $185-72.7% | $15,912-99.7% | $269-81.1% |