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 GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $33,658 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,373 | $57,541+175.2% | $95,745+65.4% | $75,163+110.7% |
| Participation rate | 93.6% | 62.5%+31.1pp | 72.3%+21.4pp | 67.2%+26.4pp |
| Annual return | 16.00% | 34.93%-18.9pp | 28.35%-12.3pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,660 | $1,808+47.2% | $2,835-6.1% | $2,670-0.4% |
| Participant deferral / active EE | $8,980 | $3,074+192.2% | $4,245+111.6% | $4,125+117.7% |
| Admin fee / account holder | $675 | $4,099-83.5% | $5,678-88.1% | $5,651-88.1% |