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; Custodi... | $137,046 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $59,913 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,655 | $119,446+97.3% | $150,045+57.1% | $85,563+175.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 82.3%+17.7pp | 66.0%+34.0pp |
| Annual return | 10.55% | 23.72%-13.2pp | 62.55%-52.0pp | 31.51%-21.0pp |
| Employer contribution / active EE | $5,337 | $4,078+30.9% | $4,693+13.7% | $2,654+101.1% |
| Participant deferral / active EE | $10,195 | $7,985+27.7% | $7,997+27.5% | $4,375+133.0% |
| Admin fee / account holder | $253 | $548-53.7% | $13,435-98.1% | $834-69.6% |