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 | Recordkeeping and information managem... | $37,893 |
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 | $62,133 | $72,994-14.9% | $120,354-48.4% | $77,643-20.0% |
| Participation rate | 44.8% | 55.2%-10.5pp | 71.9%-27.2pp | 70.6%-25.8pp |
| Annual return | 68.42% | 18.23%+50.2pp | 107.15%-38.7pp | 31.24%+37.2pp |
| Employer contribution / active EE | $667 | $1,793-62.8% | $3,463-80.7% | $2,726-75.5% |
| Participant deferral / active EE | $2,474 | $3,011-17.8% | $4,991-50.4% | $4,647-46.8% |
| Admin fee / account holder | $16 | $658-97.5% | $9,423-99.8% | $430-96.2% |