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 6-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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $112,710 |
THE WATERFORD GROUP LLC1 year Service code 27 · EIN 80-0675279 | Advisory (Plan) | $10,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,366 | $48,698-0.7% | $93,606-48.3% | $199,593-75.8% |
| Participation rate | 32.1% | 63.5%-31.4pp | 68.7%-36.6pp | 72.0%-39.9pp |
| Annual return | 16.91% | 15.34%+1.6pp | 133.20%-116.3pp | 34.25%-17.3pp |
| Employer contribution / active EE | $789 | $1,135-30.5% | $2,420-67.4% | $3,034-74.0% |
| Participant deferral / active EE | $1,699 | $2,817-39.7% | $4,411-61.5% | $5,087-66.6% |
| Admin fee / account holder | $51 | $195-73.8% | $8,285-99.4% | $269-81.0% |