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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $36,882 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,524 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,501 | $74,927+16.8% | $101,794-14.0% | $84,808+3.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 13.88% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $4,462 | $1,522+193.2% | $2,289+95.0% | $2,631+69.6% |
| Participant deferral / active EE | $6,408 | $3,099+106.8% | $4,084+56.9% | $4,212+52.2% |
| Admin fee / account holder | $260 | $6,514-96.0% | $8,777-97.0% | $7,344-96.5% |