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 GROUP7+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $47,311 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,841 | $46,292-18.3% | $143,757-73.7% | $64,808-41.6% |
| Participation rate | 29.6% | 64.2%-34.6pp | 80.3%-50.7pp | 71.5%-41.8pp |
| Annual return | -14.13% | -10.05%-4.1pp | -0.04%-14.1pp | 32.82%-47.0pp |
| Employer contribution / active EE | $500 | $1,910-73.8% | $4,951-89.9% | $2,506-80.1% |
| Participant deferral / active EE | $1,001 | $2,646-62.2% | $5,637-82.2% | $4,310-76.8% |
| Admin fee / account holder | $319 | $154+107.7% | $14,673-97.8% | $188+70.0% |