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 | Recordkeeping and information managem... | $49,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,384 | $65,908-63.0% | $81,812-70.2% | $77,643-68.6% |
| Participation rate | 48.7% | 65.8%-17.1pp | 72.3%-23.7pp | 70.6%-21.9pp |
| Annual return | 11.26% | 26.64%-15.4pp | 773.79%-762.5pp | 31.24%-20.0pp |
| Employer contribution / active EE | $607 | $2,370-74.4% | $2,912-79.2% | $2,726-77.7% |
| Participant deferral / active EE | $1,903 | $3,505-45.7% | $4,319-55.9% | $4,647-59.1% |
| Admin fee / account holder | $83 | $526-84.2% | $7,386-98.9% | $430-80.7% |