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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.
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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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $17,843 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $2,496 |
DYNAMIC WEALTH ADVISORS4 years Service code 27 · EIN 26-3945512 | Advisory (Plan) | $1,665 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,297 | $60,892-86.4% | $82,389-89.9% | $84,808-90.2% |
| Participation rate | 67.4% | 63.3%+4.1pp | 69.5%-2.2pp | 68.3%-0.9pp |
| Annual return | 7.06% | 37.29%-30.2pp | 28.67%-21.6pp | 40.90%-33.8pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,363 | $3,179-25.7% | $4,155-43.1% | $4,212-43.9% |
| Admin fee / account holder | $404 | $5,467-92.6% | $7,231-94.4% | $7,344-94.5% |