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); Re... | $77,092 |
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 | $16,255 | $46,173-64.8% | $170,442-90.5% | $69,631-76.7% |
| Participation rate | 90.2% | 63.9%+26.3pp | 83.6%+6.6pp | 70.7%+19.5pp |
| Annual return | 14.22% | 21.62%-7.4pp | 205.93%-191.7pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $267 | $1,610-83.4% | $5,433-95.1% | $2,032-86.9% |
| Participant deferral / active EE | $1,215 | $2,080-41.6% | $4,939-75.4% | $3,224-62.3% |
| Admin fee / account holder | $41 | $116-64.5% | $13,880-99.7% | $110-62.7% |