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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.
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 Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $61,087 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $27,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,478 | $62,624-37.0% | $177,989-77.8% | $77,643-49.2% |
| Participation rate | 33.0% | 66.8%-33.9pp | 77.1%-44.1pp | 70.6%-37.6pp |
| Annual return | 12.82% | 16.16%-3.3pp | 294.48%-281.7pp | 31.24%-18.4pp |
| Employer contribution / active EE | $241 | $1,909-87.4% | $3,949-93.9% | $2,726-91.2% |
| Participant deferral / active EE | $2,301 | $4,219-45.5% | $6,276-63.3% | $4,647-50.5% |
| Admin fee / account holder | $110 | $386-71.5% | $10,363-98.9% | $430-74.5% |