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 Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $87,726 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NATIONAL ASSOCIATI Service code 27 · EIN 16-1486454 | Advisory (Plan) | $50,570 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $16,142 |
STANCORP FINANCIAL GROUP9 years Service code 19 | Securities Custodian | $3,546 |
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 | $183,922 | $119,446+54.0% | $150,045+22.6% | $85,563+115.0% |
| Participation rate | 70.0% | 75.4%-5.4pp | 82.3%-12.3pp | 66.0%+4.1pp |
| Annual return | 17.32% | 23.72%-6.4pp | 62.55%-45.2pp | 31.51%-14.2pp |
| Employer contribution / active EE | $3,615 | $4,078-11.4% | $4,693-23.0% | $2,654+36.2% |
| Participant deferral / active EE | $7,448 | $7,985-6.7% | $7,997-6.9% | $4,375+70.2% |
| Admin fee / account holder | $414 | $548-24.4% | $13,435-96.9% | $834-50.4% |