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 GROUP6+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $3,605 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,846 | $64,286+49.1% | $90,951+5.4% | $73,409+30.6% |
| Participation rate | 69.1% | 63.6%+5.5pp | 69.0%0pp | 72.2%-3.1pp |
| Annual return | 17.75% | 21.45%-3.7pp | 134.60%-116.9pp | 59.29%-41.5pp |
| Employer contribution / active EE | $1,279 | $895+43.0% | $2,122-39.7% | $2,234-42.7% |
| Participant deferral / active EE | $4,742 | $2,453+93.3% | $3,373+40.6% | $3,805+24.6% |
| Admin fee / account holder | $8 | $287-97.1% | $5,959-99.9% | $158-94.8% |