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 | Claims processing; Direct payment fro... | $38,999 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $6,398 |
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 | $189,039 | $87,870+115.1% | $113,168+67.0% | $74,304+154.4% |
| Participation rate | 90.7% | 70.7%+19.9pp | 76.6%+14.1pp | 60.3%+30.3pp |
| Annual return | 16.30% | 26.44%-10.1pp | 24.27%-8.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $4,021 | $2,277+76.6% | $2,975+35.1% | $2,241+79.4% |
| Participant deferral / active EE | $7,488 | $4,241+76.6% | $5,107+46.6% | $3,767+98.8% |
| Admin fee / account holder | $325 | $3,368-90.4% | $12,068-97.3% | $2,969-89.1% |