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.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Filed as: STANDCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $26,991 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $2,469 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,384 | $82,917-97.1% | $103,333-97.7% | $77,643-96.9% |
| Participation rate | 76.8% | 71.6%+5.3pp | 74.5%+2.3pp | 70.6%+6.3pp |
| Annual return | 0.00% | 19.13%-19.1pp | 24.88%-24.9pp | 31.24%-31.2pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,344 | $4,108-67.3% | $5,057-73.4% | $4,647-71.1% |
| Admin fee / account holder | $43 | $638-93.2% | $8,355-99.5% | $430-89.9% |