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 GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $19,327 |
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $15,316 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,143 | $58,208-29.3% | $81,812-49.7% | $80,856-49.1% |
| Participation rate | 77.2% | 63.4%+13.8pp | 72.3%+4.8pp | 67.6%+9.5pp |
| Annual return | 11.44% | 41.66%-30.2pp | 773.79%-762.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,020 | $2,340-13.7% | $2,912-30.7% | $2,755-26.7% |
| Participant deferral / active EE | $4,627 | $3,281+41.0% | $4,319+7.1% | $4,296+7.7% |
| Admin fee / account holder | $284 | $4,981-94.3% | $7,386-96.2% | $6,918-95.9% |