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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 GROUP10+ years Service code 12 · EIN 93-1075369 | Direct payment from the plan; Claims ... | $79,918 |
D.H. HILL ADVISORS, INC.9 years Service code 27 · EIN 76-0574740 | Advisory (Plan) | $37,200 |
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 | $47,148 | $75,923-37.9% | $102,423-54.0% | - |
| Participation rate | 97.2% | 71.4%+25.8pp | 76.5%+20.7pp | - |
| Annual return | 11.80% | 15.12%-3.3pp | 29.32%-17.5pp | - |
| Employer contribution / active EE | $2,312 | $2,206+4.8% | $3,023-23.5% | - |
| Participant deferral / active EE | $6,590 | $4,258+54.7% | $5,053+30.4% | - |
| Admin fee / account holder | $301 | $11,449-97.4% | $9,451-96.8% | - |