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 GROUP6+ years Service code 12 · EIN 93-1253756 | Claims processing; Direct payment fro... | $109,158 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $60,041 |
RELIANCE TRUST COMPANY6+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $13,015 |
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 | $178,323 | $91,517+94.9% | $101,248+76.1% | $73,409+142.9% |
| Participation rate | 71.2% | 73.8%-2.6pp | 75.8%-4.6pp | 72.2%-1.0pp |
| Annual return | 15.91% | 17.17%-1.3pp | 46.47%-30.6pp | 59.29%-43.4pp |
| Employer contribution / active EE | $2,788 | $2,877-3.1% | $3,660-23.8% | $2,234+24.8% |
| Participant deferral / active EE | $5,639 | $3,338+68.9% | $4,370+29.0% | $3,805+48.2% |
| Admin fee / account holder | $420 | $216+94.5% | $5,945-92.9% | $158+165.9% |