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 GROUP7+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $154,672 |
RELIANCE TRUST COMPANY7+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $8,890 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,336 | $86,225-20.7% | $146,665-53.4% | $86,799-21.3% |
| Participation rate | 78.2% | 78.0%+0.3pp | 80.1%-1.8pp | 72.3%+5.9pp |
| Annual return | 13.70% | 31.23%-17.5pp | 22.74%-9.0pp | 97.91%-84.2pp |
| Employer contribution / active EE | $2,475 | $2,392+3.5% | $4,136-40.2% | $2,405+2.9% |
| Participant deferral / active EE | $4,157 | $4,245-2.1% | $5,506-24.5% | $4,131+0.6% |
| Admin fee / account holder | $200 | $195+2.6% | $10,280-98.1% | $170+18.2% |