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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $75,479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $122,991 | $54,573+125.4% | $90,951+35.2% | $73,488+67.4% |
| Participation rate | 65.5% | 61.2%+4.3pp | 69.0%-3.6pp | 70.7%-5.2pp |
| Annual return | 17.54% | 16.69%+0.9pp | 134.60%-117.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $696 | $991-29.8% | $2,122-67.2% | $2,270-69.3% |
| Participant deferral / active EE | $2,780 | $2,517+10.5% | $3,373-17.6% | $3,740-25.6% |
| Admin fee / account holder | $50 | $521-90.4% | $5,959-99.2% | $513-90.3% |