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 Filed as: STANDCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $50,968 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $100,458 | $112,623-10.8% | $106,213-5.4% | $199,593-49.7% |
| Participation rate | 44.4% | 86.2%-41.8pp | 75.3%-30.9pp | 72.0%-27.6pp |
| Annual return | 14.96% | 15.57%-0.6pp | 116.14%-101.2pp | 34.25%-19.3pp |
| Employer contribution / active EE | $0 | $4,575-100.0% | $3,171-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,622 | $6,659-45.6% | $5,016-27.8% | $5,087-28.8% |
| Admin fee / account holder | $17 | $107-83.8% | $11,033-99.8% | $269-93.6% |