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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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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 GROUP11+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $42,917 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,014 | $53,053-73.6% | $126,539-88.9% | $74,304-81.1% |
| Participation rate | 89.4% | 48.0%+41.3pp | 69.8%+19.6pp | 60.3%+29.0pp |
| Annual return | 9.09% | 29.46%-20.4pp | 425.95%-416.9pp | 29.43%-20.3pp |
| Employer contribution / active EE | $429 | $1,168-63.3% | $3,674-88.3% | $2,241-80.9% |
| Participant deferral / active EE | $1,195 | $2,303-48.1% | $4,083-70.7% | $3,767-68.3% |
| Admin fee / account holder | $130 | $3,698-96.5% | $6,065-97.9% | $2,969-95.6% |