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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $19,220 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $344,697 | $104,475+229.9% | $159,436+116.2% | $79,386+334.2% |
| Participation rate | 97.4% | 76.6%+20.8pp | 82.8%+14.6pp | 70.7%+26.7pp |
| Annual return | 17.84% | 67.95%-50.1pp | 263.57%-245.7pp | 116.85%-99.0pp |
| Employer contribution / active EE | $6,880 | $3,417+101.4% | $4,829+42.5% | $2,427+183.4% |
| Participant deferral / active EE | $10,918 | $6,467+68.8% | $7,352+48.5% | $4,046+169.9% |
| Admin fee / account holder | $91 | $711-87.1% | $10,799-99.2% | $626-85.4% |