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 GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $84,510 |
Service code 27 · EIN 84-4826355 | Advisory (Plan) | $10,008 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,493 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,405 | $56,485-56.8% | $185,823-86.9% | $86,799-71.9% |
| Participation rate | 72.3% | 65.5%+6.8pp | 81.7%-9.4pp | 72.3%0pp |
| Annual return | 12.76% | 118.04%-105.3pp | 122.05%-109.3pp | 97.91%-85.1pp |
| Employer contribution / active EE | $1,186 | $1,843-35.7% | $5,167-77.1% | $2,405-50.7% |
| Participant deferral / active EE | $1,701 | $2,553-33.4% | $5,568-69.5% | $4,131-58.8% |
| Admin fee / account holder | $120 | $150-19.7% | $16,237-99.3% | $170-29.2% |