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... | $61,680 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,991 | $59,417-27.6% | $93,606-54.1% | $74,495-42.3% |
| Participation rate | 84.3% | 59.7%+24.7pp | 68.7%+15.6pp | 67.2%+17.1pp |
| Annual return | 14.34% | 81.83%-67.5pp | 133.20%-118.9pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $890 | $1,264-29.6% | $2,420-63.2% | $2,623-66.1% |
| Participant deferral / active EE | $5,381 | $3,050+76.4% | $4,411+22.0% | $4,346+23.8% |
| Admin fee / account holder | $107 | $3,021-96.4% | $8,285-98.7% | $1,942-94.5% |