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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.
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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 GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $47,442 |
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 | $42,438 | $71,516-40.7% | $98,439-56.9% | $71,457-40.6% |
| Participation rate | 69.4% | 72.7%-3.3pp | 75.2%-5.8pp | 67.9%+1.4pp |
| Annual return | 15.89% | 32.41%-16.5pp | 21.16%-5.3pp | 28.85%-13.0pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,978 | $4,109-27.5% | $4,738-37.2% | $4,289-30.6% |
| Admin fee / account holder | $49 | $1,675-97.1% | $8,948-99.4% | $1,587-96.9% |