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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $3,015 |
Service code 27 · EIN 31-1299207 | Advisory (Plan) | $2,605 |
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 | $52,345 | $30,588+71.1% | $53,898-2.9% | $85,563-38.8% |
| Participation rate | 17.3% | 26.3%-9.0pp | 55.0%-37.7pp | 66.0%-48.7pp |
| Annual return | 15.50% | 50.42%-34.9pp | 528.60%-513.1pp | 31.51%-16.0pp |
| Employer contribution / active EE | $135 | $436-69.1% | $932-85.5% | $2,654-94.9% |
| Participant deferral / active EE | $582 | $848-31.3% | $1,826-68.1% | $4,375-86.7% |
| Admin fee / account holder | $27 | $1,879-98.5% | $2,491-98.9% | $834-96.7% |