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 GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $55,556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,428 | $54,701-29.7% | $86,188-55.4% | $71,457-46.2% |
| Participation rate | 85.4% | 60.1%+25.3pp | 69.0%+16.5pp | 67.9%+17.5pp |
| Annual return | 15.97% | 20.06%-4.1pp | 1168.45%-1152.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,143 | $1,265-9.6% | $2,380-52.0% | $2,588-55.8% |
| Participant deferral / active EE | $5,576 | $3,108+79.4% | $3,985+39.9% | $4,289+30.0% |
| Admin fee / account holder | $108 | $1,922-94.4% | $6,852-98.4% | $1,587-93.2% |