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 | Custodial (other than securities); Cl... | $42,085 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 10 · EIN 26-0058143 | Accounting | $30,357 |
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 | $106,799 | $59,097+80.7% | $82,389+29.6% | $74,304+43.7% |
| Participation rate | 97.0% | 52.8%+44.2pp | 69.5%+27.4pp | 60.3%+36.6pp |
| Annual return | 14.83% | 22.85%-8.0pp | 28.67%-13.8pp | 29.43%-14.6pp |
| Employer contribution / active EE | $3,216 | $1,601+100.9% | $2,517+27.8% | $2,241+43.5% |
| Participant deferral / active EE | $5,250 | $2,775+89.2% | $4,155+26.4% | $3,767+39.4% |
| Admin fee / account holder | $450 | $4,489-90.0% | $7,231-93.8% | $2,969-84.8% |