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 GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $58,195 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $35,646 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $143,340 | $130,194+10.1% | $169,993-15.7% | $71,457+100.6% |
| Participation rate | 65.2% | 86.1%-21.0pp | 87.0%-21.8pp | 67.9%-2.8pp |
| Annual return | 21.42% | 20.37%+1.1pp | 53.37%-31.9pp | 28.85%-7.4pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $12,980 | $6,923+87.5% | $10,408+24.7% | $4,289+202.7% |
| Admin fee / account holder | $598 | $966-38.1% | $12,815-95.3% | $1,587-62.3% |