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 8-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... | $11,252 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,731 | $88,083-82.1% | $164,813-90.5% | $74,495-78.9% |
| Participation rate | 87.7% | 73.0%+14.7pp | 78.6%+9.1pp | 67.2%+20.5pp |
| Annual return | 18.80% | 17.26%+1.5pp | 69.93%-51.1pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $1,050 | $2,593-59.5% | $4,341-75.8% | $2,623-60.0% |
| Participant deferral / active EE | $3,082 | $4,498-31.5% | $6,031-48.9% | $4,346-29.1% |
| Admin fee / account holder | $72 | $2,234-96.8% | $12,690-99.4% | $1,942-96.3% |