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 9-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 GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $49,955 |
IMA WEALTH INC6 years Filed as: IMA WEALTH, INC. Service code 27 · EIN 48-1233289 | Advisory (Plan) | $21,881 |
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 | $43,736 | $61,272-28.6% | $149,673-70.8% | $71,457-38.8% |
| Participation rate | 84.4% | 62.5%+21.9pp | 78.8%+5.6pp | 67.9%+16.5pp |
| Annual return | 15.89% | 35.85%-20.0pp | 134.42%-118.5pp | 28.85%-13.0pp |
| Employer contribution / active EE | $2,326 | $2,378-2.2% | $4,818-51.7% | $2,588-10.1% |
| Participant deferral / active EE | $3,183 | $2,917+9.1% | $5,680-44.0% | $4,289-25.8% |
| Admin fee / account holder | $433 | $1,261-65.7% | $13,210-96.7% | $1,587-72.7% |