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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $57,034 |
EVERHART ADVISORS1 year Service code 27 · EIN 31-1440043 | Advisory (Plan) | $18,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,531 | $98,727-8.3% | $113,168-20.0% | $85,563+5.8% |
| Participation rate | 75.0% | 80.8%-5.8pp | 76.6%-1.6pp | 66.0%+9.0pp |
| Annual return | 4.95% | 17.43%-12.5pp | 24.27%-19.3pp | 31.51%-26.6pp |
| Employer contribution / active EE | $1,086 | $2,907-62.7% | $2,975-63.5% | $2,654-59.1% |
| Participant deferral / active EE | $4,424 | $5,424-18.4% | $5,107-13.4% | $4,375+1.1% |
| Admin fee / account holder | $131 | $357-63.3% | $12,068-98.9% | $834-84.3% |