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 GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $25,455 |
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $13,428 |
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 | $29,772 | $54,350-45.2% | $82,719-64.0% | $68,494-56.5% |
| Participation rate | 86.8% | 63.9%+22.9pp | 72.6%+14.3pp | 67.9%+19.0pp |
| Annual return | -16.43% | -13.67%-2.8pp | 701.18%-717.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,975 | $2,218-11.0% | $3,009-34.4% | $2,596-23.9% |
| Participant deferral / active EE | $4,896 | $3,246+50.8% | $4,395+11.4% | $4,027+21.6% |
| Admin fee / account holder | $330 | $4,395-92.5% | $5,329-93.8% | $5,403-93.9% |