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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $74,058 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,958 | $99,957+146.1% | $149,696+64.3% | $73,488+234.7% |
| Participation rate | 88.3% | 75.7%+12.6pp | 82.5%+5.8pp | 70.7%+17.6pp |
| Annual return | 22.36% | 53.87%-31.5pp | 276.60%-254.2pp | 28.51%-6.2pp |
| Employer contribution / active EE | $3,792 | $3,191+18.8% | $4,644-18.4% | $2,270+67.0% |
| Participant deferral / active EE | $15,249 | $6,073+151.1% | $6,842+122.9% | $3,740+307.8% |
| Admin fee / account holder | $390 | $551-29.1% | $9,309-95.8% | $513-23.9% |