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 | Other fees; Direct payment from the p... | $104,762 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,312 | $66,124+59.3% | $90,404+16.5% | $73,488+43.3% |
| Participation rate | 92.7% | 69.7%+23.0pp | 72.7%+20.0pp | 70.7%+22.0pp |
| Annual return | 23.19% | 17.65%+5.5pp | 1293.02%-1269.8pp | 28.51%-5.3pp |
| Employer contribution / active EE | $2,365 | $2,346+0.8% | $3,262-27.5% | $2,270+4.2% |
| Participant deferral / active EE | $5,013 | $3,039+64.9% | $3,963+26.5% | $3,740+34.0% |
| Admin fee / account holder | $16 | $396-96.0% | $5,611-99.7% | $513-96.9% |