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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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $60,415 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $28,838 |
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 | $47,025 | $71,964-34.7% | $167,512-71.9% | $85,563-45.0% |
| Participation rate | 34.5% | 61.0%-26.4pp | 77.1%-42.5pp | 66.0%-31.4pp |
| Annual return | 16.94% | 18.83%-1.9pp | 1615.79%-1598.9pp | 31.51%-14.6pp |
| Employer contribution / active EE | $231 | $1,875-87.7% | $3,882-94.0% | $2,654-91.3% |
| Participant deferral / active EE | $2,427 | $4,110-41.0% | $6,405-62.1% | $4,375-44.5% |
| Admin fee / account holder | $107 | $815-86.9% | $9,769-98.9% | $834-87.2% |