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 GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $105,517 |
GOOD LIFE ADVISORS, LLC3 years Service code 27 · EIN 47-1058535 | Advisory (Plan) | $20,666 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,769 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,650 | $58,347-26.9% | $85,682-50.2% | $86,799-50.9% |
| Participation rate | 89.8% | 64.9%+24.9pp | 69.9%+19.9pp | 72.3%+17.5pp |
| Annual return | 11.98% | 18.43%-6.5pp | 21.49%-9.5pp | 97.91%-85.9pp |
| Employer contribution / active EE | $1,171 | $1,751-33.1% | $2,618-55.3% | $2,405-51.3% |
| Participant deferral / active EE | $3,678 | $3,065+20.0% | $3,923-6.2% | $4,131-11.0% |
| Admin fee / account holder | $223 | $147+50.9% | $6,873-96.8% | $170+31.2% |