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 GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $47,837 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,543 | $79,428-55.3% | $106,548-66.6% | $79,386-55.2% |
| Participation rate | 70.2% | 74.1%-3.9pp | 76.1%-5.9pp | 70.7%-0.5pp |
| Annual return | 14.17% | 18.27%-4.1pp | 26.80%-12.6pp | 116.85%-102.7pp |
| Employer contribution / active EE | $1,375 | $2,234-38.4% | $2,819-51.2% | $2,427-43.3% |
| Participant deferral / active EE | $2,668 | $3,823-30.2% | $4,398-39.3% | $4,046-34.1% |
| Admin fee / account holder | $57 | $523-89.1% | $7,407-99.2% | $626-90.9% |