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 93-1253756 | Distribution (12b-1) fees; Shareholde... | $9,985 |
RELIANCE TRUST COMPANY11+ years Filed as: RELIANCE Service code 19 · EIN 58-1428634 | Securities Custodian | $9,518 |
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 | $461,323 | $132,049+249.4% | $200,582+130.0% | $74,304+520.9% |
| Participation rate | 99.3% | 84.1%+15.2pp | 86.9%+12.4pp | 60.3%+38.9pp |
| Annual return | 16.64% | 22.22%-5.6pp | 42.33%-25.7pp | 29.43%-12.8pp |
| Employer contribution / active EE | $16,821 | $4,558+269.1% | $6,419+162.1% | $2,241+650.6% |
| Participant deferral / active EE | $14,923 | $7,213+106.9% | $9,331+59.9% | $3,767+296.1% |
| Admin fee / account holder | $44 | $2,405-98.2% | $16,305-99.7% | $2,969-98.5% |