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 | Recordkeeping and information managem... | $62,670 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,565 | $93,182+86.3% | $146,665+18.3% | $79,386+118.6% |
| Participation rate | 91.5% | 76.4%+15.0pp | 80.1%+11.4pp | 70.7%+20.8pp |
| Annual return | 19.11% | 21.61%-2.5pp | 22.74%-3.6pp | 116.85%-97.7pp |
| Employer contribution / active EE | $10,046 | $2,420+315.2% | $4,136+142.9% | $2,427+313.8% |
| Participant deferral / active EE | $6,517 | $4,169+56.3% | $5,506+18.4% | $4,046+61.1% |
| Admin fee / account holder | $19 | $585-96.8% | $10,280-99.8% | $626-97.0% |