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 GROUP7 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $54,566 |
DAVINCI CAPITAL MANAGEMENT7 years Filed as: DAVINCI CAPITAL MANAGEMENT, INC. Service code 27 · EIN 01-0522492 | Advisory (Plan) | $49,371 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $5,843 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,600 | $73,360+24.9% | $177,989-48.5% | $74,495+23.0% |
| Participation rate | 80.2% | 66.6%+13.6pp | 77.1%+3.1pp | 67.2%+13.0pp |
| Annual return | 11.35% | 17.49%-6.1pp | 294.48%-283.1pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $2,377 | $2,216+7.2% | $3,949-39.8% | $2,623-9.4% |
| Participant deferral / active EE | $6,718 | $4,513+48.8% | $6,276+7.0% | $4,346+54.6% |
| Admin fee / account holder | $507 | $1,808-72.0% | $10,363-95.1% | $1,942-73.9% |