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 | Custodial (other than securities); Cl... | $43,829 |
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 | $36,078 | $155,795-76.8% | $136,294-73.5% | $69,631-48.2% |
| Participation rate | 51.3% | 75.2%-23.9pp | 81.9%-30.6pp | 70.7%-19.4pp |
| Annual return | 17.16% | 232464.33%-232447.2pp | 5155.94%-5138.8pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $1,328 | $2,991-55.6% | $4,695-71.7% | $2,032-34.7% |
| Participant deferral / active EE | $3,525 | $5,394-34.7% | $6,247-43.6% | $3,224+9.3% |
| Admin fee / account holder | $168 | $128+31.3% | $9,243-98.2% | $110+52.5% |