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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $87,901 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,505 | $82,664+7.1% | $125,339-29.4% | $68,494+29.2% |
| Participation rate | 94.7% | 75.0%+19.7pp | 82.4%+12.4pp | 67.9%+26.8pp |
| Annual return | -15.94% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,535 | $3,381+4.6% | $4,814-26.6% | $2,596+36.2% |
| Participant deferral / active EE | $11,227 | $6,110+83.7% | $7,446+50.8% | $4,027+178.8% |
| Admin fee / account holder | $500 | $6,275-92.0% | $10,010-95.0% | $5,403-90.7% |