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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 GROUP11+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $27,839 |
BAKER TILLLY, US1 year Service code 10 · EIN 30-1413443 | Accounting | $3,429 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $145,194 | $132,049+10.0% | $200,582-27.6% | $74,304+95.4% |
| Participation rate | 96.6% | 84.1%+12.5pp | 86.9%+9.7pp | 60.3%+36.2pp |
| Annual return | 14.29% | 22.22%-7.9pp | 42.33%-28.0pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,242 | $4,558-72.8% | $6,419-80.7% | $2,241-44.6% |
| Participant deferral / active EE | $4,209 | $7,213-41.7% | $9,331-54.9% | $3,767+11.7% |
| Admin fee / account holder | $40 | $2,405-98.3% | $16,305-99.8% | $2,969-98.7% |