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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $141,394 |
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 | $70,175 | $54,193+29.5% | $93,606-25.0% | $77,643-9.6% |
| Participation rate | 36.3% | 63.9%-27.7pp | 68.7%-32.4pp | 70.6%-34.3pp |
| Annual return | 20.03% | 30.54%-10.5pp | 133.20%-113.2pp | 31.24%-11.2pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,510 | $3,144+11.6% | $4,411-20.4% | $4,647-24.5% |
| Admin fee / account holder | $18 | $576-96.8% | $8,285-99.8% | $430-95.8% |