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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $49,922 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 | Advisory (Plan) | $25,572 |
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 | $39,750 | $52,293-24.0% | $178,490-77.7% | $73,409-45.9% |
| Participation rate | 85.6% | 65.3%+20.3pp | 81.9%+3.7pp | 72.2%+13.4pp |
| Annual return | 19.49% | 34.75%-15.3pp | 151.07%-131.6pp | 59.29%-39.8pp |
| Employer contribution / active EE | $940 | $1,735-45.8% | $5,011-81.2% | $2,234-57.9% |
| Participant deferral / active EE | $4,168 | $2,332+78.7% | $5,202-19.9% | $3,805+9.5% |
| Admin fee / account holder | $253 | $127+98.3% | $13,984-98.2% | $158+60.0% |