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 GROUP9 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $22,748 |
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $17,976 |
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 | $46,158 | $56,317-18.0% | $71,209-35.2% | $74,304-37.9% |
| Participation rate | 70.8% | 55.1%+15.6pp | 73.8%-3.0pp | 60.3%+10.4pp |
| Annual return | 19.54% | 42.83%-23.3pp | 282.51%-263.0pp | 29.43%-9.9pp |
| Employer contribution / active EE | $1,668 | $2,160-22.8% | $2,721-38.7% | $2,241-25.6% |
| Participant deferral / active EE | $3,756 | $2,788+34.7% | $4,175-10.0% | $3,767-0.3% |
| Admin fee / account holder | $337 | $2,290-85.3% | $5,349-93.7% | $2,969-88.7% |