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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $100,330 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,987 | $51,197+91.4% | $82,719+18.5% | $66,914+46.4% |
| Participation rate | 96.8% | 67.8%+29.0pp | 72.6%+24.2pp | 69.8%+27.0pp |
| Annual return | -19.38% | -9.64%-9.7pp | 701.18%-720.6pp | 1.58%-21.0pp |
| Employer contribution / active EE | $3,085 | $2,611+18.2% | $3,009+2.5% | $2,544+21.3% |
| Participant deferral / active EE | $7,115 | $3,458+105.7% | $4,395+61.9% | $4,237+67.9% |
| Admin fee / account holder | $32 | $416-92.3% | $5,329-99.4% | $593-94.6% |