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 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $42,017 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,185 | $82,917-66.0% | $103,333-72.7% | $77,643-63.7% |
| Participation rate | 70.0% | 71.6%-1.6pp | 74.5%-4.5pp | 70.6%-0.6pp |
| Annual return | 14.24% | 19.13%-4.9pp | 24.88%-10.6pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,711 | $3,552-51.8% | $3,868-55.8% | $2,726-37.2% |
| Participant deferral / active EE | $3,163 | $4,108-23.0% | $5,057-37.5% | $4,647-31.9% |
| Admin fee / account holder | $38 | $638-94.1% | $8,355-99.5% | $430-91.3% |