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 8-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 | Claims processing; Custodial (other t... | $67,532 |
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 | $64,777 | $88,890-27.1% | $102,423-36.8% | $77,643-16.6% |
| Participation rate | 72.4% | 80.9%-8.5pp | 76.5%-4.0pp | 70.6%+1.9pp |
| Annual return | 13.55% | 24.98%-11.4pp | 29.32%-15.8pp | 31.24%-17.7pp |
| Employer contribution / active EE | $2,756 | $2,698+2.2% | $3,023-8.8% | $2,726+1.1% |
| Participant deferral / active EE | $5,752 | $5,145+11.8% | $5,053+13.8% | $4,647+23.8% |
| Admin fee / account holder | $86 | $235-63.5% | $9,451-99.1% | $430-80.0% |