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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $24,036 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,042 | $59,231-62.8% | $90,223-75.6% | $52,331-57.9% |
| Participation rate | 54.5% | 75.0%-20.5pp | 79.0%-24.5pp | 68.1%-13.6pp |
| Annual return | 42.62% | 3.53%+39.1pp | 1.31%+41.3pp | 4.54%+38.1pp |
| Employer contribution / active EE | $1,177 | $3,391-65.3% | $4,378-73.1% | $1,882-37.4% |
| Participant deferral / active EE | $3,516 | $4,659-24.5% | $5,792-39.3% | $3,022+16.3% |
| Admin fee / account holder | $99 | $515-80.7% | $7,406-98.7% | $592-83.2% |