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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $82,408 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,499 | $86,944+21.3% | $107,525-1.9% | $74,304+42.0% |
| Participation rate | 96.4% | 59.6%+36.9pp | 75.1%+21.3pp | 60.3%+36.1pp |
| Annual return | 11.78% | 23.52%-11.7pp | 181.32%-169.5pp | 29.43%-17.7pp |
| Employer contribution / active EE | $3,024 | $2,757+9.7% | $3,754-19.4% | $2,241+34.9% |
| Participant deferral / active EE | $6,968 | $3,554+96.1% | $5,116+36.2% | $3,767+85.0% |
| Admin fee / account holder | $64 | $3,727-98.3% | $8,919-99.3% | $2,969-97.8% |