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 GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $66,695 |
FIRST NATIONAL TRUST COMPANY11+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $32,863 |
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 | $64,031 | $50,982+25.6% | $154,803-58.6% | $85,563-25.2% |
| Participation rate | 41.3% | 59.8%-18.5pp | 78.1%-36.8pp | 66.0%-24.7pp |
| Annual return | 14.49% | 30.35%-15.9pp | 58.88%-44.4pp | 31.51%-17.0pp |
| Employer contribution / active EE | $1,311 | $1,708-23.3% | $4,305-69.6% | $2,654-50.6% |
| Participant deferral / active EE | $2,705 | $2,474+9.3% | $5,540-51.2% | $4,375-38.2% |
| Admin fee / account holder | $553 | $846-34.6% | $14,329-96.1% | $834-33.7% |