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.
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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 GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $67,247 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,691 | $27,839+110.8% | $58,482+0.4% | $71,457-17.9% |
| Participation rate | 80.1% | 34.5%+45.6pp | 50.9%+29.2pp | 67.9%+12.2pp |
| Annual return | 15.83% | 26.81%-11.0pp | 4239.32%-4223.5pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,966 | $631+211.8% | $1,053+86.7% | $2,588-24.0% |
| Participant deferral / active EE | $3,613 | $1,206+199.5% | $1,924+87.8% | $4,289-15.8% |
| Admin fee / account holder | $71 | $1,641-95.7% | $2,516-97.2% | $1,587-95.5% |