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 | Recordkeeping and information managem... | $68,312 |
EVERHART ADVISORS7 years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $37,251 |
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 | $154,331 | $54,517+183.1% | $75,972+103.1% | $74,495+107.2% |
| Participation rate | 98.5% | 60.3%+38.1pp | 69.1%+29.4pp | 67.2%+31.3pp |
| Annual return | 14.09% | 31.82%-17.7pp | 359.55%-345.5pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $3,995 | $1,777+124.8% | $2,685+48.8% | $2,623+52.3% |
| Participant deferral / active EE | $7,728 | $3,066+152.1% | $4,255+81.6% | $4,346+77.8% |
| Admin fee / account holder | $398 | $2,229-82.1% | $6,467-93.8% | $1,942-79.5% |