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 GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $33,460 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,791 | $42,548-18.2% | $74,550-53.3% | $56,287-38.2% |
| Participation rate | 77.2% | 60.5%+16.8pp | 69.1%+8.1pp | 69.9%+7.4pp |
| Annual return | -7.59% | 12.40%-20.0pp | 32.53%-40.1pp | -9.96%+2.4pp |
| Employer contribution / active EE | $556 | $855-35.0% | $1,961-71.6% | $2,111-73.7% |
| Participant deferral / active EE | $3,249 | $2,277+42.7% | $3,108+4.5% | $3,350-3.0% |
| Admin fee / account holder | $20 | $467-95.7% | $5,060-99.6% | $521-96.1% |