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 GROUP5 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $46,409 |
DAVINCI CAPITAL MANAGEMENT5 years Filed as: DAVINCI CAPITAL MANAGEMENT, INC. Service code 27 · EIN 01-0522492 | Advisory (Plan) | $39,637 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,083 | $59,159+10.0% | $159,960-59.3% | $66,914-2.7% |
| Participation rate | 85.5% | 68.1%+17.4pp | 78.0%+7.6pp | 69.8%+15.7pp |
| Annual return | -14.52% | -12.26%-2.3pp | 408.60%-423.1pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,240 | $1,983+13.0% | $4,226-47.0% | $2,544-12.0% |
| Participant deferral / active EE | $6,113 | $4,395+39.1% | $6,182-1.1% | $4,237+44.3% |
| Admin fee / account holder | $428 | $591-27.5% | $8,698-95.1% | $593-27.8% |