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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $63,445 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,792 | $62,324+40.9% | $68,509+28.1% | $55,191+59.1% |
| Participation rate | 96.6% | 78.9%+17.7pp | 74.7%+21.8pp | 69.2%+27.4pp |
| Annual return | 0.38% | 4.26%-3.9pp | 8.27%-7.9pp | 10.78%-10.4pp |
| Employer contribution / active EE | $3,626 | $2,223+63.1% | $2,278+59.2% | $1,899+91.0% |
| Participant deferral / active EE | $4,517 | $3,425+31.9% | $3,382+33.6% | $3,046+48.3% |
| Admin fee / account holder | $25 | $91-72.5% | $5,275-99.5% | $91-72.3% |