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 GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $45,661 |
EVERHART ADVISORS2 years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $25,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,888 | $62,928-58.9% | $172,739-85.0% | $67,579-61.7% |
| Participation rate | 55.2% | 64.5%-9.2pp | 82.6%-27.4pp | 71.3%-16.1pp |
| Annual return | 19.27% | 30.36%-11.1pp | 802.84%-783.6pp | 378.56%-359.3pp |
| Employer contribution / active EE | $643 | $1,636-60.7% | $5,143-87.5% | $2,148-70.0% |
| Participant deferral / active EE | $1,557 | $2,145-27.4% | $5,198-70.0% | $3,539-56.0% |
| Admin fee / account holder | $238 | $167+42.7% | $13,954-98.3% | $142+67.1% |