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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 GROUP8+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $52,934 |
EVERHART ADVISORS5 years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $21,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,477 | $46,292-36.3% | $143,757-79.5% | $64,808-54.5% |
| Participation rate | 52.8% | 64.2%-11.5pp | 80.3%-27.5pp | 71.5%-18.7pp |
| Annual return | -15.08% | -10.05%-5.0pp | -0.04%-15.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $680 | $1,910-64.4% | $4,951-86.3% | $2,506-72.9% |
| Participant deferral / active EE | $1,689 | $2,646-36.1% | $5,637-70.0% | $4,310-60.8% |
| Admin fee / account holder | $251 | $154+63.2% | $14,673-98.3% | $188+33.7% |