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 GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $35,033 |
Service code 27 · EIN 74-2096435 | Advisory (Plan) | $14,305 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,164 | $71,883-24.6% | $86,677-37.5% | $68,494-20.9% |
| Participation rate | 88.8% | 72.2%+16.5pp | 76.6%+12.2pp | 67.9%+20.9pp |
| Annual return | -14.64% | 3.52%-18.2pp | 35.91%-50.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,794 | $2,173-17.4% | $2,836-36.8% | $2,596-30.9% |
| Participant deferral / active EE | $3,108 | $3,779-17.7% | $4,656-33.2% | $4,027-22.8% |
| Admin fee / account holder | $461 | $6,112-92.5% | $7,493-93.8% | $5,403-91.5% |