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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $86,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,633 | $64,119+95.9% | $112,228+11.9% | $66,914+87.8% |
| Participation rate | 38.7% | 68.5%-29.8pp | 75.1%-36.4pp | 69.8%-31.1pp |
| Annual return | -18.09% | -13.81%-4.3pp | 27.45%-45.5pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,470 | $3,005-51.1% | $3,635-59.5% | $2,544-42.2% |
| Participant deferral / active EE | $3,432 | $3,693-7.1% | $4,728-27.4% | $4,237-19.0% |
| Admin fee / account holder | $55 | $625-91.2% | $6,410-99.1% | $593-90.7% |