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.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $7,316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,163 | $82,917-38.3% | $103,333-50.5% | $77,643-34.1% |
| Participation rate | 49.7% | 71.6%-21.8pp | 74.5%-24.8pp | 70.6%-20.8pp |
| Annual return | 17.73% | 19.13%-1.4pp | 24.88%-7.2pp | 31.24%-13.5pp |
| Employer contribution / active EE | $1,964 | $3,552-44.7% | $3,868-49.2% | $2,726-28.0% |
| Participant deferral / active EE | $3,545 | $4,108-13.7% | $5,057-29.9% | $4,647-23.7% |
| Admin fee / account holder | $29 | $638-95.5% | $8,355-99.7% | $430-93.3% |