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 | Claims processing; Recordkeeping and ... | $43,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,667 | $100,801-76.5% | $149,696-84.2% | $73,409-67.8% |
| Participation rate | 92.3% | 77.7%+14.6pp | 82.5%+9.9pp | 72.2%+20.2pp |
| Annual return | 15.46% | 265.34%-249.9pp | 276.60%-261.1pp | 59.29%-43.8pp |
| Employer contribution / active EE | $1,481 | $3,312-55.3% | $4,644-68.1% | $2,234-33.7% |
| Participant deferral / active EE | $2,742 | $6,404-57.2% | $6,842-59.9% | $3,805-28.0% |
| Admin fee / account holder | $83 | $181-54.3% | $9,309-99.1% | $158-47.7% |