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 7-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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $16,293 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $6,974 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,532 | $51,315-77.5% | $95,745-88.0% | $71,457-83.9% |
| Participation rate | 92.1% | 63.0%+29.1pp | 72.3%+19.9pp | 67.9%+24.2pp |
| Annual return | 21.17% | 25.26%-4.1pp | 28.35%-7.2pp | 28.85%-7.7pp |
| Employer contribution / active EE | $0 | $1,819-100.0% | $2,835-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,161 | $3,358-5.9% | $4,245-25.5% | $4,289-26.3% |
| Admin fee / account holder | $146 | $1,137-87.1% | $5,678-97.4% | $1,587-90.8% |