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 | Recordkeeping and information managem... | $30,778 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,439 | $88,890-64.6% | $102,423-69.3% | $77,643-59.5% |
| Participation rate | 82.3% | 80.9%+1.4pp | 76.5%+5.8pp | 70.6%+11.7pp |
| Annual return | 13.67% | 24.98%-11.3pp | 29.32%-15.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,107 | $2,698-58.9% | $3,023-63.4% | $2,726-59.4% |
| Participant deferral / active EE | $4,709 | $5,145-8.5% | $5,053-6.8% | $4,647+1.3% |
| Admin fee / account holder | $41 | $235-82.6% | $9,451-99.6% | $430-90.5% |