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 8-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 | Custodial (securities); Direct paymen... | $19,357 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,198 | $50,666-70.0% | $76,817-80.2% | $65,185-76.7% |
| Participation rate | 75.0% | 68.8%+6.2pp | 72.1%+2.9pp | 70.2%+4.8pp |
| Annual return | 35.75% | 28.51%+7.2pp | 1166.11%-1130.4pp | 29.38%+6.4pp |
| Employer contribution / active EE | $2,879 | $1,575+82.8% | $2,302+25.1% | $2,177+32.3% |
| Participant deferral / active EE | $3,251 | $2,647+22.8% | $3,336-2.5% | $3,514-7.5% |
| Admin fee / account holder | $106 | $463-77.2% | $6,420-98.4% | $847-87.5% |