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 GROUP7+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $52,784 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,735 | $93,182-75.6% | $146,665-84.5% | $79,386-71.4% |
| Participation rate | 93.2% | 76.4%+16.8pp | 80.1%+13.2pp | 70.7%+22.5pp |
| Annual return | 16.33% | 21.61%-5.3pp | 22.74%-6.4pp | 116.85%-100.5pp |
| Employer contribution / active EE | $1,460 | $2,420-39.6% | $4,136-64.7% | $2,427-39.8% |
| Participant deferral / active EE | $3,300 | $4,169-20.9% | $5,506-40.1% | $4,046-18.4% |
| Admin fee / account holder | $40 | $585-93.2% | $10,280-99.6% | $626-93.6% |