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 10 · EIN 93-1253576 | Accounting | $46,017 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $13,755 |
Service code 27 · EIN 84-4826355 | Advisory (Plan) | $4,315 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,511 | $55,415-77.4% | $155,509-92.0% | $74,495-83.2% |
| Participation rate | 89.3% | 61.9%+27.3pp | 78.2%+11.1pp | 67.2%+22.1pp |
| Annual return | 12.15% | 268.50%-256.3pp | 64.67%-52.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,126 | $2,836+10.2% | $5,626-44.4% | $4,346-28.1% |
| Admin fee / account holder | $212 | $1,738-87.8% | $15,912-98.7% | $1,942-89.1% |