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 9-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 | Recordkeeping and information managem... | $9,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,271 | $50,637-95.5% | $86,590-97.4% | $62,292-96.4% |
| Participation rate | 50.6% | 67.9%-17.3pp | 73.5%-22.9pp | 69.5%-18.9pp |
| Annual return | 15.52% | 20.80%-5.3pp | 964.84%-949.3pp | 28.90%-13.4pp |
| Employer contribution / active EE | $330 | $2,075-84.1% | $2,839-88.4% | $2,042-83.9% |
| Participant deferral / active EE | $659 | $2,611-74.7% | $3,609-81.7% | $3,169-79.2% |
| Admin fee / account holder | $47 | $413-88.5% | $4,906-99.0% | $479-90.1% |