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 GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $36,358 |
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 | $33,124 | $54,573-39.3% | $90,951-63.6% | $73,488-54.9% |
| Participation rate | 87.0% | 61.2%+25.9pp | 69.0%+18.0pp | 70.7%+16.4pp |
| Annual return | 14.58% | 16.69%-2.1pp | 134.60%-120.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $915 | $991-7.7% | $2,122-56.9% | $2,270-59.7% |
| Participant deferral / active EE | $4,072 | $2,517+61.8% | $3,373+20.7% | $3,740+8.9% |
| Admin fee / account holder | $73 | $521-86.0% | $5,959-98.8% | $513-85.8% |