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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $32,367 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $15,774 |
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 | $30,200 | $51,447-41.3% | $104,607-71.1% | $73,409-58.9% |
| Participation rate | 91.8% | 68.2%+23.6pp | 74.1%+17.7pp | 72.2%+19.6pp |
| Annual return | 15.75% | 25.06%-9.3pp | 340.46%-324.7pp | 59.29%-43.5pp |
| Employer contribution / active EE | $345 | $1,441-76.0% | $2,681-87.1% | $2,234-84.5% |
| Participant deferral / active EE | $3,246 | $3,058+6.2% | $3,740-13.2% | $3,805-14.7% |
| Admin fee / account holder | $182 | $122+49.5% | $6,473-97.2% | $158+15.5% |