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 GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $31,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,532 | $93,373-0.9% | $152,466-39.3% | $85,850+7.8% |
| Participation rate | 63.4% | 70.1%-6.7pp | 78.2%-14.8pp | 69.3%-5.9pp |
| Annual return | 11.91% | 21.84%-9.9pp | 757.33%-745.4pp | 318.53%-306.6pp |
| Employer contribution / active EE | $976 | $2,996-67.4% | $4,327-77.4% | $2,565-61.9% |
| Participant deferral / active EE | $3,515 | $4,550-22.8% | $5,820-39.6% | $3,952-11.0% |
| Admin fee / account holder | $27 | $13,853-99.8% | $15,805-99.8% | $6,260-99.6% |