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 GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $65,733 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $40,590 |
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 | $13,619 | $40,278-66.2% | $80,569-83.1% | $80,160-83.0% |
| Participation rate | 28.5% | 47.5%-19.0pp | 67.0%-38.5pp | 72.9%-44.4pp |
| Annual return | 18.56% | 50.86%-32.3pp | 935.43%-916.9pp | 40.38%-21.8pp |
| Employer contribution / active EE | $278 | $1,332-79.1% | $2,723-89.8% | $2,978-90.7% |
| Participant deferral / active EE | $1,672 | $2,696-38.0% | $4,447-62.4% | $5,017-66.7% |
| Admin fee / account holder | $88 | $210-58.2% | $5,377-98.4% | $145-39.4% |