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 GROUP11+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $45,667 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,425 | $56,317+161.8% | $71,209+107.0% | $74,304+98.4% |
| Participation rate | 92.1% | 55.1%+37.0pp | 73.8%+18.4pp | 60.3%+31.8pp |
| Annual return | 13.20% | 42.83%-29.6pp | 282.51%-269.3pp | 29.43%-16.2pp |
| Employer contribution / active EE | $2,811 | $2,160+30.2% | $2,721+3.3% | $2,241+25.4% |
| Participant deferral / active EE | $7,317 | $2,788+162.5% | $4,175+75.2% | $3,767+94.2% |
| Admin fee / account holder | $39 | $2,290-98.3% | $5,349-99.3% | $2,969-98.7% |