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 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,520 | $50,982-71.5% | $154,803-90.6% | $85,563-83.0% |
| Participation rate | 87.8% | 59.8%+28.0pp | 78.1%+9.8pp | 66.0%+21.9pp |
| Annual return | 16.36% | 30.35%-14.0pp | 58.88%-42.5pp | 31.51%-15.2pp |
| Employer contribution / active EE | $1,631 | $1,708-4.5% | $4,305-62.1% | $2,654-38.6% |
| Participant deferral / active EE | $2,255 | $2,474-8.9% | $5,540-59.3% | $4,375-48.5% |
| Admin fee / account holder | $55 | $846-93.4% | $14,329-99.6% | $834-93.4% |