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 GROUP7 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $16,834 |
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $13,230 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,745 | $57,281-37.6% | $86,612-58.7% | $75,163-52.4% |
| Participation rate | 77.5% | 63.2%+14.3pp | 71.7%+5.8pp | 67.2%+10.3pp |
| Annual return | 15.36% | 2670.75%-2655.4pp | 591.07%-575.7pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,890 | $2,314-18.3% | $3,022-37.5% | $2,670-29.2% |
| Participant deferral / active EE | $4,568 | $3,318+37.7% | $4,438+2.9% | $4,125+10.7% |
| Admin fee / account holder | $253 | $4,112-93.9% | $5,614-95.5% | $5,651-95.5% |