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 GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $106,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,504 | $53,165+11.9% | $86,188-31.0% | $74,419-20.0% |
| Participation rate | 35.4% | 64.9%-29.5pp | 69.0%-33.6pp | 70.7%-35.4pp |
| Annual return | 20.92% | 22.64%-1.7pp | 1168.45%-1147.5pp | 34.38%-13.5pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,403 | $3,234+5.2% | $3,985-14.6% | $4,528-24.8% |
| Admin fee / account holder | $14 | $551-97.4% | $6,852-99.8% | $348-95.9% |