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.
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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 | Custodial (securities); Sub-transfer ... | $34,271 |
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 | $26,034 | $75,183-65.4% | $123,892-79.0% | $55,167-52.8% |
| Participation rate | 63.3% | 72.8%-9.5pp | 81.4%-18.1pp | 69.0%-5.6pp |
| Annual return | 9.16% | 19.01%-9.8pp | 47.52%-38.4pp | 169.23%-160.1pp |
| Employer contribution / active EE | $1,966 | $2,823-30.4% | $4,617-57.4% | $1,963+0.2% |
| Participant deferral / active EE | $4,800 | $5,084-5.6% | $5,984-19.8% | $3,054+57.2% |
| Admin fee / account holder | $126 | $663-81.0% | $8,357-98.5% | $504-75.0% |