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); Sub-transfer ... | $61,448 |
FIRST NATIONAL TRUST COMPANY9+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $28,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,485 | $61,272-1.3% | $149,673-59.6% | $71,457-15.4% |
| Participation rate | 56.4% | 62.5%-6.1pp | 78.8%-22.4pp | 67.9%-11.5pp |
| Annual return | 16.36% | 35.85%-19.5pp | 134.42%-118.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $2,104 | $2,378-11.6% | $4,818-56.3% | $2,588-18.7% |
| Participant deferral / active EE | $4,378 | $2,917+50.1% | $5,680-22.9% | $4,289+2.1% |
| Admin fee / account holder | $605 | $1,261-52.0% | $13,210-95.4% | $1,587-61.9% |