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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $26,915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,341 | $73,638-35.7% | $95,952-50.7% | $73,488-35.6% |
| Participation rate | 40.9% | 76.2%-35.2pp | 77.1%-36.2pp | 70.7%-29.8pp |
| Annual return | 13.83% | 16.78%-2.9pp | 91.61%-77.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $285 | $1,863-84.7% | $2,541-88.8% | $2,270-87.4% |
| Participant deferral / active EE | $2,863 | $3,617-20.8% | $4,167-31.3% | $3,740-23.4% |
| Admin fee / account holder | $75 | $482-84.5% | $6,795-98.9% | $513-85.5% |