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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Ot... | $141,708 |
NAVIGATE FINANCIAL LLC1 year Filed as: NAVIGATE FINANCIAL Service code 27 · EIN 92-3881045 | Advisory (Plan) | $50,720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,762 | $241,101-58.6% | $103,333-3.5% | $199,593-50.0% |
| Participation rate | 96.6% | 78.3%+18.3pp | 74.5%+22.1pp | 72.0%+24.6pp |
| Annual return | 15.74% | 17.80%-2.1pp | 24.88%-9.1pp | 34.25%-18.5pp |
| Employer contribution / active EE | $5,798 | $4,244+36.6% | $3,868+49.9% | $3,034+91.1% |
| Participant deferral / active EE | $7,273 | $3,958+83.7% | $5,057+43.8% | $5,087+43.0% |
| Admin fee / account holder | $73 | $288-74.6% | $8,355-99.1% | $269-72.9% |