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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $62,462 |
FIRST NATIONAL TRUST COMPANY10+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $30,563 |
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 | $66,414 | $55,415+19.8% | $155,509-57.3% | $74,495-10.8% |
| Participation rate | 51.9% | 61.9%-10.0pp | 78.2%-26.3pp | 67.2%-15.3pp |
| Annual return | 14.19% | 268.50%-254.3pp | 64.67%-50.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,021 | $2,267-10.9% | $4,672-56.8% | $2,623-23.0% |
| Participant deferral / active EE | $4,144 | $2,836+46.1% | $5,626-26.3% | $4,346-4.6% |
| Admin fee / account holder | $596 | $1,738-65.7% | $15,912-96.3% | $1,942-69.3% |