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 | Claims processing; Custodial (other t... | $21,743 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,064 | $66,180-3.2% | $118,746-46.0% | $62,292+2.8% |
| Participation rate | 32.1% | 71.3%-39.2pp | 78.3%-46.2pp | 69.5%-37.4pp |
| Annual return | 16.40% | 60.89%-44.5pp | 24.54%-8.1pp | 28.90%-12.5pp |
| Employer contribution / active EE | $975 | $3,183-69.4% | $4,193-76.7% | $2,042-52.3% |
| Participant deferral / active EE | $2,186 | $4,247-48.5% | $5,332-59.0% | $3,169-31.0% |
| Admin fee / account holder | $34 | $753-95.5% | $10,720-99.7% | $479-93.0% |