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 GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $80,019 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $41,736 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $11,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,615 | $44,897-65.2% | $84,966-81.6% | $199,593-92.2% |
| Participation rate | 25.2% | 45.7%-20.5pp | 67.5%-42.3pp | 72.0%-46.7pp |
| Annual return | 17.19% | 20.96%-3.8pp | 66.38%-49.2pp | 34.25%-17.1pp |
| Employer contribution / active EE | $285 | $1,365-79.1% | $2,727-89.6% | $3,034-90.6% |
| Participant deferral / active EE | $1,518 | $2,668-43.1% | $4,519-66.4% | $5,087-70.2% |
| Admin fee / account holder | $96 | $584-83.6% | $6,149-98.4% | $269-64.4% |