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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.
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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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $49,584 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,180 | $89,436+46.7% | $164,813-20.4% | $77,643+69.0% |
| Participation rate | 70.6% | 78.6%-8.0pp | 78.6%-8.0pp | 70.6%0pp |
| Annual return | 17.02% | 28.83%-11.8pp | 69.93%-52.9pp | 31.24%-14.2pp |
| Employer contribution / active EE | $1,676 | $2,569-34.8% | $4,341-61.4% | $2,726-38.5% |
| Participant deferral / active EE | $3,175 | $4,897-35.2% | $6,031-47.4% | $4,647-31.7% |
| Admin fee / account holder | $82 | $339-75.8% | $12,690-99.4% | $430-80.9% |