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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 GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $27,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,694 | $58,264+7.6% | $86,612-27.6% | $71,457-12.3% |
| Participation rate | 50.0% | 65.0%-15.0pp | 71.7%-21.7pp | 67.9%-17.9pp |
| Annual return | 17.73% | 21.63%-3.9pp | 591.07%-573.3pp | 28.85%-11.1pp |
| Employer contribution / active EE | $1,087 | $2,574-57.8% | $3,022-64.0% | $2,588-58.0% |
| Participant deferral / active EE | $2,288 | $3,436-33.4% | $4,438-48.4% | $4,289-46.6% |
| Admin fee / account holder | $19 | $1,057-98.2% | $5,614-99.7% | $1,587-98.8% |