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 GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $15,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,126 | $47,977-64.3% | $154,107-88.9% | $56,287-69.6% |
| Participation rate | 57.7% | 66.2%-8.5pp | 83.0%-25.3pp | 69.9%-12.2pp |
| Annual return | -5.51% | 3.54%-9.0pp | 735.12%-740.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $905 | $2,169-58.3% | $5,298-82.9% | $2,111-57.1% |
| Participant deferral / active EE | $979 | $2,392-59.1% | $5,081-80.7% | $3,350-70.8% |
| Admin fee / account holder | $11 | $438-97.5% | $13,411-99.9% | $521-97.9% |