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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $30,623 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,006 | $86,929-78.1% | $102,423-81.4% | $80,856-76.5% |
| Participation rate | 94.0% | 72.4%+21.7pp | 76.5%+17.5pp | 67.6%+26.4pp |
| Annual return | 10.94% | 18.88%-7.9pp | 29.32%-18.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,687 | $2,369-28.8% | $3,023-44.2% | $2,755-38.7% |
| Participant deferral / active EE | $1,415 | $4,118-65.6% | $5,053-72.0% | $4,296-67.1% |
| Admin fee / account holder | $30 | $8,049-99.6% | $9,451-99.7% | $6,918-99.6% |