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 GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $31,524 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,009 | $80,968-76.5% | $96,544-80.3% | $75,163-74.7% |
| Participation rate | 95.7% | 71.8%+23.9pp | 76.0%+19.8pp | 67.2%+28.5pp |
| Annual return | 14.32% | 27.06%-12.7pp | 25.84%-11.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,032 | $2,282-10.9% | $2,965-31.5% | $2,670-23.9% |
| Participant deferral / active EE | $1,814 | $3,928-53.8% | $4,851-62.6% | $4,125-56.0% |
| Admin fee / account holder | $31 | $6,724-99.5% | $8,252-99.6% | $5,651-99.4% |