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 |
|---|---|---|
Filed as: CONSOLIDATED FINANCIAL MANAGEMENT G Service code 27 · EIN 31-1612116 | Advisory (Plan) | $56,497 |
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Distrib... | $51,147 |
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 | $198,836 | $122,239+62.7% | $184,203+7.9% | $74,495+166.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 16.03% | 19.95%-3.9pp | 28.81%-12.8pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $3,307 | $4,537-27.1% | $6,427-48.5% | $2,623+26.1% |
| Participant deferral / active EE | $13,976 | $7,139+95.8% | $9,131+53.1% | $4,346+221.6% |
| Admin fee / account holder | $494 | $1,260-60.8% | $13,901-96.4% | $1,942-74.6% |