Filed September 9, 2025
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; Direct payment fro... | $154,524 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $12,600 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $4,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,255 | $119,446-57.1% | $150,045-65.8% | $85,563-40.1% |
| Participation rate | 96.6% | 75.4%+21.2pp | 82.3%+14.3pp | 66.0%+30.7pp |
| Annual return | 16.63% | 23.72%-7.1pp | 62.55%-45.9pp | 31.51%-14.9pp |
| Employer contribution / active EE | $1,304 | $4,078-68.0% | $4,693-72.2% | $2,654-50.9% |
| Participant deferral / active EE | $8,375 | $7,985+4.9% | $7,997+4.7% | $4,375+91.4% |
| Admin fee / account holder | $78 | $548-85.7% | $13,435-99.4% | $834-90.6% |