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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.
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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 | Custodial (other than securities); Di... | $50,100 |
Service code 10 · EIN 41-1360831 | Accounting | $12,100 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,303 | $87,870-40.5% | $113,168-53.8% | $74,304-29.6% |
| Participation rate | 90.4% | 70.7%+19.6pp | 76.6%+13.8pp | 60.3%+30.0pp |
| Annual return | 12.66% | 26.44%-13.8pp | 24.27%-11.6pp | 29.43%-16.8pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,378 | $4,241+3.2% | $5,107-14.3% | $3,767+16.2% |
| Admin fee / account holder | $143 | $3,368-95.8% | $12,068-98.8% | $2,969-95.2% |