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 GROUP8+ years Service code 12 · EIN 93-1253756 | Sub-transfer agency fees; Shareholder... | $10,654 |
RELIANCE TRUST COMPANY8+ years Filed as: RELIANCE Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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 | $287,860 | $102,553+180.7% | $151,611+89.9% | $66,914+330.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -16.95% | -10.82%-6.1pp | 3.33%-20.3pp | 1.58%-18.5pp |
| Employer contribution / active EE | $14,837 | $4,180+254.9% | $6,166+140.6% | $2,544+483.2% |
| Participant deferral / active EE | $12,709 | $6,641+91.4% | $8,363+52.0% | $4,237+200.0% |
| Admin fee / account holder | $60 | $630-90.5% | $11,616-99.5% | $593-89.9% |