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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $63,763 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,928 | $98,727-26.1% | $113,168-35.6% | $85,563-14.8% |
| Participation rate | 78.5% | 80.8%-2.3pp | 76.6%+1.9pp | 66.0%+12.5pp |
| Annual return | 15.53% | 17.43%-1.9pp | 24.27%-8.7pp | 31.51%-16.0pp |
| Employer contribution / active EE | $2,651 | $2,907-8.8% | $2,975-10.9% | $2,654-0.1% |
| Participant deferral / active EE | $5,322 | $5,424-1.9% | $5,107+4.2% | $4,375+21.6% |
| Admin fee / account holder | $23 | $357-93.5% | $12,068-99.8% | $834-97.2% |