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 | Direct payment from the plan; Custodi... | $19,377 |
Service code 27 · EIN 20-0433578 | Advisory (Plan) | $17,462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,884 | $65,061-64.8% | $143,757-84.1% | $66,914-65.8% |
| Participation rate | 54.6% | 65.2%-10.5pp | 80.3%-25.7pp | 69.8%-15.2pp |
| Annual return | -15.58% | -11.14%-4.4pp | -0.04%-15.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $715 | $2,361-69.7% | $4,951-85.6% | $2,544-71.9% |
| Participant deferral / active EE | $1,958 | $2,919-32.9% | $5,637-65.3% | $4,237-53.8% |
| Admin fee / account holder | $246 | $502-51.1% | $14,673-98.3% | $593-58.6% |