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... | $26,627 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $21,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,556 | $80,968-14.1% | $96,544-28.0% | $75,163-7.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.52% | 27.06%-9.5pp | 25.84%-8.3pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,201 | $2,282-3.5% | $2,965-25.8% | $2,670-17.6% |
| Participant deferral / active EE | $6,739 | $3,928+71.6% | $4,851+38.9% | $4,125+63.4% |
| Admin fee / account holder | $453 | $6,724-93.3% | $8,252-94.5% | $5,651-92.0% |