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 | Direct payment from the plan; Custodi... | $18,255 |
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 | $64,421 | $80,968-20.4% | $96,544-33.3% | $75,163-14.3% |
| Participation rate | 83.5% | 71.8%+11.8pp | 76.0%+7.6pp | 67.2%+16.4pp |
| Annual return | 18.50% | 27.06%-8.6pp | 25.84%-7.3pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,749 | $2,282+20.5% | $2,965-7.3% | $2,670+3.0% |
| Participant deferral / active EE | $5,255 | $3,928+33.8% | $4,851+8.3% | $4,125+27.4% |
| Admin fee / account holder | $156 | $6,724-97.7% | $8,252-98.1% | $5,651-97.2% |