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 GROUP11+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $50,557 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,296 | $87,870+271.3% | $113,168+188.3% | $74,304+339.1% |
| Participation rate | 98.1% | 70.7%+27.4pp | 76.6%+21.6pp | 60.3%+37.8pp |
| Annual return | 12.64% | 26.44%-13.8pp | 24.27%-11.6pp | 29.43%-16.8pp |
| Employer contribution / active EE | $12,150 | $2,277+433.6% | $2,975+308.4% | $2,241+442.1% |
| Participant deferral / active EE | $8,381 | $4,241+97.6% | $5,107+64.1% | $3,767+122.5% |
| Admin fee / account holder | $18 | $3,368-99.5% | $12,068-99.9% | $2,969-99.4% |