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 | Custodial (other than securities); Cl... | $74,432 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,414 | $74,024-46.8% | $77,999-49.5% | $57,658-31.6% |
| Participation rate | 79.3% | 79.7%-0.4pp | 75.5%+3.8pp | 70.2%+9.1pp |
| Annual return | 6.30% | 12.14%-5.8pp | 425.96%-419.7pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,292 | $2,365-45.4% | $2,470-47.7% | $1,974-34.5% |
| Participant deferral / active EE | $2,246 | $3,533-36.4% | $3,497-35.8% | $3,061-26.6% |
| Admin fee / account holder | $74 | $93-20.2% | $5,480-98.6% | $95-21.3% |