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 GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $90,200 |
Service code 27 · EIN 20-5282002 | Advisory (Plan) | $62,887 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,025 | $53,136+33.7% | $155,509-54.3% | $199,593-64.4% |
| Participation rate | 29.4% | 64.1%-34.7pp | 78.2%-48.8pp | 72.0%-42.6pp |
| Annual return | 19.10% | 41.15%-22.0pp | 64.67%-45.6pp | 34.25%-15.1pp |
| Employer contribution / active EE | $474 | $1,851-74.4% | $4,672-89.9% | $3,034-84.4% |
| Participant deferral / active EE | $1,761 | $3,161-44.3% | $5,626-68.7% | $5,087-65.4% |
| Admin fee / account holder | $145 | $185-21.8% | $15,912-99.1% | $269-46.0% |