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 GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $31,060 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $22,020 |
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 | $86,826 | $86,929-0.1% | $102,423-15.2% | $80,856+7.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.29% | 18.88%-4.6pp | 29.32%-15.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,357 | $2,369-0.5% | $3,023-22.0% | $2,755-14.4% |
| Participant deferral / active EE | $7,689 | $4,118+86.7% | $5,053+52.2% | $4,296+79.0% |
| Admin fee / account holder | $564 | $8,049-93.0% | $9,451-94.0% | $6,918-91.9% |