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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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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $24,157 |
STANCORP FINANCIAL GROUP5 years Service code 19 | Securities Custodian | $3,096 |
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 | $29,490 | $59,159-50.2% | $159,960-81.6% | $66,914-55.9% |
| Participation rate | 65.1% | 68.1%-3.1pp | 78.0%-12.9pp | 69.8%-4.7pp |
| Annual return | -17.37% | -12.26%-5.1pp | 408.60%-426.0pp | 1.58%-19.0pp |
| Employer contribution / active EE | $505 | $1,983-74.5% | $4,226-88.0% | $2,544-80.1% |
| Participant deferral / active EE | $3,444 | $4,395-21.6% | $6,182-44.3% | $4,237-18.7% |
| Admin fee / account holder | $166 | $591-72.0% | $8,698-98.1% | $593-72.1% |