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 GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $169,022 |
Service code 37 · EIN 04-2647786 | Loan Processing | $92,714 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,028 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,311 | $53,136-76.8% | $155,509-92.1% | $199,593-93.8% |
| Participation rate | 84.6% | 64.1%+20.6pp | 78.2%+6.5pp | 72.0%+12.7pp |
| Annual return | 13.78% | 41.15%-27.4pp | 64.67%-50.9pp | 34.25%-20.5pp |
| Employer contribution / active EE | $49 | $1,851-97.4% | $4,672-99.0% | $3,034-98.4% |
| Participant deferral / active EE | $3,086 | $3,161-2.4% | $5,626-45.1% | $5,087-39.3% |
| Admin fee / account holder | $98 | $185-47.3% | $15,912-99.4% | $269-63.7% |