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 GROUP11+ years Service code 12 · EIN 93-1253756 | Claims processing; Recordkeeping and ... | $136,307 |
LPL FINANCIAL11+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $59,959 |
RELIANCE TRUST COMPANY11+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $17,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,434 | $95,880+171.6% | $107,525+142.2% | $85,563+204.4% |
| Participation rate | 82.0% | 70.1%+11.9pp | 75.1%+6.9pp | 66.0%+16.0pp |
| Annual return | 15.11% | 68.06%-53.0pp | 181.32%-166.2pp | 31.51%-16.4pp |
| Employer contribution / active EE | $3,713 | $3,812-2.6% | $3,754-1.1% | $2,654+39.9% |
| Participant deferral / active EE | $8,640 | $4,201+105.7% | $5,116+68.9% | $4,375+97.5% |
| Admin fee / account holder | $521 | $1,025-49.2% | $8,919-94.2% | $834-37.5% |