Filed July 3, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Recordkeep... | $65,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,197 | $46,173-32.4% | $170,442-81.7% | $69,631-55.2% |
| Participation rate | 49.9% | 63.9%-14.0pp | 83.6%-33.7pp | 70.7%-20.8pp |
| Annual return | 21.42% | 21.62%-0.2pp | 205.93%-184.5pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,372 | $2,080+14.0% | $4,939-52.0% | $3,224-26.4% |
| Admin fee / account holder | $173 | $116+49.5% | $13,880-98.8% | $110+57.0% |