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 GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $26,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,848 | $98,750-16.1% | $149,696-44.7% | $79,858+3.7% |
| Participation rate | 39.7% | 75.8%-36.1pp | 82.5%-42.8pp | 69.6%-30.0pp |
| Annual return | 21.51% | 27.43%-5.9pp | 276.60%-255.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,164 | $3,216-63.8% | $4,644-74.9% | $2,471-52.9% |
| Participant deferral / active EE | $2,897 | $5,680-49.0% | $6,842-57.7% | $3,740-22.5% |
| Admin fee / account holder | $32 | $6,053-99.5% | $9,309-99.7% | $5,306-99.4% |