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 GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $51,123 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,911 | $42,353+65.1% | $79,550-12.1% | $64,808+7.9% |
| Participation rate | 40.4% | 64.8%-24.4pp | 69.5%-29.1pp | 71.5%-31.1pp |
| Annual return | -17.14% | -12.24%-4.9pp | 0.16%-17.3pp | 32.82%-50.0pp |
| Employer contribution / active EE | $720 | $1,181-39.0% | $2,413-70.2% | $2,506-71.3% |
| Participant deferral / active EE | $1,155 | $3,170-63.6% | $3,985-71.0% | $4,310-73.2% |
| Admin fee / account holder | $36 | $160-77.7% | $6,832-99.5% | $188-81.1% |