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 6-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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $15,908 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,324 | $77,660-77.7% | $109,143-84.1% | $79,386-78.2% |
| Participation rate | 87.9% | 67.8%+20.1pp | 75.9%+12.0pp | 70.7%+17.2pp |
| Annual return | 30.64% | 23.44%+7.2pp | 25.75%+4.9pp | 116.85%-86.2pp |
| Employer contribution / active EE | $1,991 | $2,797-28.8% | $3,722-46.5% | $2,427-18.0% |
| Participant deferral / active EE | $4,164 | $3,518+18.4% | $4,653-10.5% | $4,046+2.9% |
| Admin fee / account holder | $44 | $732-93.9% | $6,752-99.3% | $626-92.9% |