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 Filed as: STANDCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $43,176 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $8,294 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,365 | $100,923+51.0% | $150,045+1.5% | $74,304+105.1% |
| Participation rate | 76.5% | 70.1%+6.4pp | 82.3%-5.9pp | 60.3%+16.1pp |
| Annual return | 12.41% | 51.77%-39.4pp | 62.55%-50.1pp | 29.43%-17.0pp |
| Employer contribution / active EE | $2,079 | $3,463-40.0% | $4,693-55.7% | $2,241-7.2% |
| Participant deferral / active EE | $5,749 | $6,709-14.3% | $7,997-28.1% | $3,767+52.6% |
| Admin fee / account holder | $133 | $2,767-95.2% | $13,435-99.0% | $2,969-95.5% |