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 GROUP11+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $74,757 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $47,560 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,830 | $98,727+20.4% | $113,168+5.0% | $85,563+38.9% |
| Participation rate | 74.2% | 80.8%-6.6pp | 76.6%-2.4pp | 66.0%+8.2pp |
| Annual return | 12.82% | 17.43%-4.6pp | 24.27%-11.4pp | 31.51%-18.7pp |
| Employer contribution / active EE | $2,210 | $2,907-24.0% | $2,975-25.7% | $2,654-16.7% |
| Participant deferral / active EE | $4,453 | $5,424-17.9% | $5,107-12.8% | $4,375+1.8% |
| Admin fee / account holder | $254 | $357-28.8% | $12,068-97.9% | $834-69.6% |