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 GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $18,054 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,728 | $31,109-84.8% | $67,711-93.0% | $52,331-91.0% |
| Participation rate | 78.3% | 54.0%+24.3pp | 67.5%+10.8pp | 68.1%+10.2pp |
| Annual return | -2.65% | 23.70%-26.3pp | 25.41%-28.1pp | 4.54%-7.2pp |
| Employer contribution / active EE | $559 | $1,076-48.0% | $2,559-78.1% | $1,882-70.3% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $40 | $466-91.4% | $4,255-99.1% | $592-93.2% |