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 GROUP8+ years Service code 12 · EIN 93-1075369 | Direct payment from the plan; Claims ... | $64,270 |
D.H. HILL ADVISORS, INC.7 years Service code 27 · EIN 76-0574740 | Advisory (Plan) | $32,289 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,210 | $65,435-38.5% | $86,677-53.6% | $66,914-39.9% |
| Participation rate | 91.7% | 75.5%+16.2pp | 76.6%+15.1pp | 69.8%+21.9pp |
| Annual return | -16.26% | -10.89%-5.4pp | 35.91%-52.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,813 | $2,153-15.8% | $2,836-36.1% | $2,544-28.8% |
| Participant deferral / active EE | $5,216 | $4,100+27.2% | $4,656+12.0% | $4,237+23.1% |
| Admin fee / account holder | $265 | $642-58.7% | $7,493-96.5% | $593-55.3% |