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 | Claims processing; Recordkeeping and ... | $64,677 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,863 | $99,957-30.1% | $149,696-53.3% | $73,488-4.9% |
| Participation rate | 86.0% | 75.7%+10.3pp | 82.5%+3.5pp | 70.7%+15.3pp |
| Annual return | 12.15% | 53.87%-41.7pp | 276.60%-264.5pp | 28.51%-16.4pp |
| Employer contribution / active EE | $2,966 | $3,191-7.0% | $4,644-36.1% | $2,270+30.7% |
| Participant deferral / active EE | $9,205 | $6,073+51.6% | $6,842+34.5% | $3,740+146.1% |
| Admin fee / account holder | $310 | $551-43.7% | $9,309-96.7% | $513-39.6% |