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 7-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 | Custodial (other than securities); Cl... | $188,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,895 | $31,741-21.6% | $56,411-55.9% | $199,593-87.5% |
| Participation rate | 25.1% | 32.3%-7.3pp | 52.5%-27.4pp | 72.0%-46.9pp |
| Annual return | 15.22% | 14.72%+0.5pp | 1701.33%-1686.1pp | 34.25%-19.0pp |
| Employer contribution / active EE | $695 | $508+37.0% | $1,039-33.0% | $3,034-77.1% |
| Participant deferral / active EE | $1,452 | $1,184+22.7% | $1,952-25.6% | $5,087-71.4% |
| Admin fee / account holder | $43 | $426-90.0% | $2,829-98.5% | $269-84.1% |