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 9-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 | Direct payment from the plan; Claims ... | $61,030 |
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 | $48,879 | $79,171-38.3% | $102,423-52.3% | $74,495-34.4% |
| Participation rate | 88.1% | 74.8%+13.3pp | 76.5%+11.6pp | 67.2%+20.9pp |
| Annual return | 11.55% | 54.93%-43.4pp | 29.32%-17.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $790 | $2,362-66.6% | $3,023-73.9% | $2,623-69.9% |
| Participant deferral / active EE | $5,265 | $4,415+19.3% | $5,053+4.2% | $4,346+21.2% |
| Admin fee / account holder | $94 | $2,001-95.3% | $9,451-99.0% | $1,942-95.2% |