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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.
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $107,631 |
Filed as: STEWART MARTIN DUDLEY WEBB, PC Service code 10 · EIN 75-2290093 | Accounting | $17,128 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,106 | $54,517-30.1% | $75,972-49.8% | $74,495-48.8% |
| Participation rate | 84.7% | 60.3%+24.3pp | 69.1%+15.6pp | 67.2%+17.5pp |
| Annual return | 9.97% | 31.82%-21.8pp | 359.55%-349.6pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $1,931 | $1,777+8.6% | $2,685-28.1% | $2,623-26.4% |
| Participant deferral / active EE | $4,689 | $3,066+53.0% | $4,255+10.2% | $4,346+7.9% |
| Admin fee / account holder | $242 | $2,229-89.1% | $6,467-96.3% | $1,942-87.5% |