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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.
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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 GROUP5 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $26,301 |
STANCORP FINANCIAL GROUP4 years Service code 19 | Securities Custodian | $3,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,421 | $70,879-55.7% | $189,557-83.4% | $79,386-60.4% |
| Participation rate | 60.1% | 68.0%-7.9pp | 78.4%-18.3pp | 70.7%-10.6pp |
| Annual return | 12.64% | 20.70%-8.1pp | 64.17%-51.5pp | 116.85%-104.2pp |
| Employer contribution / active EE | $365 | $1,806-79.8% | $4,412-91.7% | $2,427-85.0% |
| Participant deferral / active EE | $2,731 | $4,081-33.1% | $6,174-55.8% | $4,046-32.5% |
| Admin fee / account holder | $177 | $647-72.6% | $9,807-98.2% | $626-71.7% |