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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $60,752 |
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 | $58,295 | $51,466+13.3% | $78,778-26.0% | $62,292-6.4% |
| Participation rate | 74.5% | 59.8%+14.8pp | 69.2%+5.4pp | 69.5%+5.0pp |
| Annual return | 14.86% | 19.96%-5.1pp | 35.62%-20.8pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,420 | $827+71.6% | $1,986-28.5% | $2,042-30.5% |
| Participant deferral / active EE | $1,949 | $2,147-9.2% | $2,958-34.1% | $3,169-38.5% |
| Admin fee / account holder | $15 | $489-97.0% | $5,134-99.7% | $479-96.9% |