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 GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $47,977 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $41,027 |
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 | $72,781 | $101,317-28.2% | $146,958-50.5% | $74,495-2.3% |
| Participation rate | 76.3% | 75.5%+0.7pp | 82.2%-5.9pp | 67.2%+9.1pp |
| Annual return | 17.66% | 8730.91%-8713.2pp | 418.34%-400.7pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,706 | $3,810-55.2% | $4,933-65.4% | $2,623-35.0% |
| Participant deferral / active EE | $11,532 | $7,303+57.9% | $8,070+42.9% | $4,346+165.4% |
| Admin fee / account holder | $183 | $1,739-89.5% | $12,998-98.6% | $1,942-90.6% |