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 GROUP1+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $5,442 |
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 | $46,103 | $68,413-32.6% | $123,104-62.5% | $55,191-16.5% |
| Participation rate | 95.1% | 84.5%+10.5pp | 86.8%+8.3pp | 69.2%+25.9pp |
| Annual return | 1.50% | 6.30%-4.8pp | 13.22%-11.7pp | 10.78%-9.3pp |
| Employer contribution / active EE | $1,000 | $3,050-67.2% | $5,151-80.6% | $1,899-47.3% |
| Participant deferral / active EE | $4,910 | $4,490+9.3% | $6,230-21.2% | $3,046+61.2% |
| Admin fee / account holder | $18 | $88-79.6% | $9,015-99.8% | $91-80.3% |