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 |
|---|---|---|
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $26,397 |
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $17,867 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,946 | $59,417+22.8% | $93,606-22.1% | $74,495-2.1% |
| Participation rate | 81.0% | 59.7%+21.3pp | 68.7%+12.3pp | 67.2%+13.8pp |
| Annual return | 16.71% | 81.83%-65.1pp | 133.20%-116.5pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $990 | $1,264-21.7% | $2,420-59.1% | $2,623-62.3% |
| Participant deferral / active EE | $5,668 | $3,050+85.8% | $4,411+28.5% | $4,346+30.4% |
| Admin fee / account holder | $285 | $3,021-90.6% | $8,285-96.6% | $1,942-85.3% |