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 GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $40,760 |
Filed as: CORNERSTONE ADVISORS ASSET MGMT,LLC Service code 27 · EIN 75-3204798 | Advisory (Plan) | $35,305 |
STANDARD FINANCIAL GROUP9+ years Service code 19 | Securities Custodian | $1,777 |
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 | $169,371 | $79,013+114.4% | $100,391+68.7% | $74,495+127.4% |
| Participation rate | 97.7% | 79.5%+18.2pp | 81.5%+16.2pp | 67.2%+30.5pp |
| Annual return | 24.23% | 20.41%+3.8pp | 49.20%-25.0pp | 1364.94%-1340.7pp |
| Employer contribution / active EE | $3,873 | $3,021+28.2% | $3,942-1.7% | $2,623+47.6% |
| Participant deferral / active EE | $4,786 | $7,760-38.3% | $8,082-40.8% | $4,346+10.1% |
| Admin fee / account holder | $344 | $1,320-74.0% | $7,899-95.7% | $1,942-82.3% |