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 GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $87,526 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,087 | $93,131-17.2% | $106,548-27.7% | $86,799-11.2% |
| Participation rate | 95.5% | 81.4%+14.1pp | 76.1%+19.4pp | 72.3%+23.3pp |
| Annual return | 34.18% | 19.45%+14.7pp | 26.80%+7.4pp | 97.91%-63.7pp |
| Employer contribution / active EE | $1,740 | $2,895-39.9% | $2,819-38.3% | $2,405-27.6% |
| Participant deferral / active EE | $3,597 | $4,708-23.6% | $4,398-18.2% | $4,131-12.9% |
| Admin fee / account holder | $14 | $145-90.7% | $7,407-99.8% | $170-92.0% |