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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.
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 GROUP11+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $61,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,101 | $30,588+119.4% | $53,898+24.5% | $85,563-21.6% |
| Participation rate | 12.1% | 26.3%-14.2pp | 55.0%-42.8pp | 66.0%-53.8pp |
| Annual return | 13.23% | 50.42%-37.2pp | 528.60%-515.4pp | 31.51%-18.3pp |
| Employer contribution / active EE | $208 | $436-52.3% | $932-77.7% | $2,654-92.2% |
| Participant deferral / active EE | $646 | $848-23.8% | $1,826-64.6% | $4,375-85.2% |
| Admin fee / account holder | $31 | $1,879-98.4% | $2,491-98.8% | $834-96.3% |