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: STANDCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $42,532 |
EVERHART ADVISORS7 years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $22,179 |
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 | $29,616 | $50,815-41.7% | $155,509-81.0% | $77,643-61.9% |
| Participation rate | 76.6% | 63.1%+13.5pp | 78.2%-1.6pp | 70.6%+6.0pp |
| Annual return | 12.45% | 34.80%-22.4pp | 64.67%-52.2pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,116 | $1,993-44.0% | $4,672-76.1% | $2,726-59.1% |
| Participant deferral / active EE | $2,309 | $2,822-18.2% | $5,626-59.0% | $4,647-50.3% |
| Admin fee / account holder | $194 | $437-55.5% | $15,912-98.8% | $430-54.8% |