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 Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $19,520 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $3,753 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,131 | $77,503-31.4% | $100,391-47.1% | $80,856-34.3% |
| Participation rate | 89.7% | 76.9%+12.7pp | 81.5%+8.2pp | 67.6%+22.1pp |
| Annual return | 21.07% | 37.20%-16.1pp | 49.20%-28.1pp | 35.59%-14.5pp |
| Employer contribution / active EE | $5,450 | $2,801+94.6% | $3,942+38.3% | $2,755+97.8% |
| Participant deferral / active EE | $12,099 | $6,820+77.4% | $8,082+49.7% | $4,296+181.6% |
| Admin fee / account holder | $144 | $5,897-97.6% | $7,899-98.2% | $6,918-97.9% |