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 | Custodial (other than securities); Di... | $45,864 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,296 | $52,406+49.4% | $129,207-39.4% | $74,495+5.1% |
| Participation rate | 70.5% | 53.8%+16.7pp | 69.6%+0.9pp | 67.2%+3.3pp |
| Annual return | 14.91% | 15.66%-0.7pp | 9417.33%-9402.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,570 | $1,531+67.9% | $4,153-38.1% | $2,623-2.0% |
| Participant deferral / active EE | $6,114 | $2,794+118.8% | $4,168+46.7% | $4,346+40.7% |
| Admin fee / account holder | $25 | $2,633-99.0% | $7,715-99.7% | $1,942-98.7% |