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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 | Direct payment from the plan; Custodi... | $19,240 |
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 | $6,131 | $33,067-81.5% | $76,523-92.0% | $56,287-89.1% |
| Participation rate | 79.0% | 55.4%+23.6pp | 68.0%+11.0pp | 69.9%+9.2pp |
| Annual return | -6.78% | 2.72%-9.5pp | -0.27%-6.5pp | -9.96%+3.2pp |
| Employer contribution / active EE | $806 | $1,200-32.8% | $2,647-69.5% | $2,111-61.8% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,835-100.0% | $3,350-100.0% |
| Admin fee / account holder | $29 | $537-94.6% | $4,848-99.4% | $521-94.4% |