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 | Direct payment from the plan; Claims ... | $169,838 |
VALMARK ADVISERS INC4 years Filed as: VALMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $37,243 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,768 | $110,299-71.2% | $102,423-69.0% | $199,593-84.1% |
| Participation rate | 96.7% | 86.3%+10.4pp | 76.5%+20.2pp | 72.0%+24.7pp |
| Annual return | 13.44% | 35.73%-22.3pp | 29.32%-15.9pp | 34.25%-20.8pp |
| Employer contribution / active EE | $1,489 | $3,603-58.7% | $3,023-50.8% | $3,034-50.9% |
| Participant deferral / active EE | $4,634 | $6,376-27.3% | $5,053-8.3% | $5,087-8.9% |
| Admin fee / account holder | $94 | $122-23.1% | $9,451-99.0% | $269-65.0% |