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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $29,510 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $14,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $118,591 | $55,453+113.9% | $170,442-30.4% | $62,292+90.4% |
| Participation rate | 56.7% | 66.4%-9.6pp | 83.6%-26.9pp | 69.5%-12.8pp |
| Annual return | 14.36% | 21.38%-7.0pp | 205.93%-191.6pp | 28.90%-14.5pp |
| Employer contribution / active EE | $2,949 | $2,164+36.3% | $5,433-45.7% | $2,042+44.4% |
| Participant deferral / active EE | $2,557 | $2,303+11.1% | $4,939-48.2% | $3,169-19.3% |
| Admin fee / account holder | $297 | $455-34.8% | $13,880-97.9% | $479-38.1% |