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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $58,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,966 | $52,293-35.0% | $178,490-81.0% | $73,409-53.7% |
| Participation rate | 50.6% | 65.3%-14.7pp | 81.9%-31.3pp | 72.2%-21.6pp |
| Annual return | 13.83% | 34.75%-20.9pp | 151.07%-137.2pp | 59.29%-45.5pp |
| Employer contribution / active EE | $535 | $1,735-69.2% | $5,011-89.3% | $2,234-76.0% |
| Participant deferral / active EE | $1,390 | $2,332-40.4% | $5,202-73.3% | $3,805-63.5% |
| Admin fee / account holder | $100 | $127-21.4% | $13,984-99.3% | $158-36.6% |