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 GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $37,477 |
FIRST FINANCIAL BANK3 years Service code 27 · EIN 31-0308605 | Advisory (Plan) | $36,892 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $5,726 |
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 | $124,201 | $54,573+127.6% | $90,951+36.6% | $73,488+69.0% |
| Participation rate | 86.2% | 61.2%+25.0pp | 69.0%+17.2pp | 70.7%+15.5pp |
| Annual return | 14.39% | 16.69%-2.3pp | 134.60%-120.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,603 | $991+61.6% | $2,122-24.5% | $2,270-29.4% |
| Participant deferral / active EE | $6,324 | $2,517+151.3% | $3,373+87.5% | $3,740+69.1% |
| Admin fee / account holder | $438 | $521-16.0% | $5,959-92.6% | $513-14.6% |