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 GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $37,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $37,685 | $47,126-20.0% | $149,673-74.8% | $74,419-49.4% |
| Participation rate | 27.5% | 63.4%-35.9pp | 78.8%-51.3pp | 70.7%-43.2pp |
| Annual return | 11.46% | 22.75%-11.3pp | 134.42%-123.0pp | 34.38%-22.9pp |
| Employer contribution / active EE | $489 | $1,905-74.3% | $4,818-89.8% | $2,637-81.4% |
| Participant deferral / active EE | $1,098 | $2,728-59.8% | $5,680-80.7% | $4,528-75.8% |
| Admin fee / account holder | $239 | $343-30.3% | $13,210-98.2% | $348-31.3% |