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 | Claims processing; Direct payment fro... | $68,799 |
DOEREN MAYHEW1 year Service code 10 · EIN 38-2482570 | Accounting | $17,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,475 | $66,098+3.6% | $101,794-32.7% | $74,304-7.8% |
| Participation rate | 94.6% | 53.8%+40.8pp | 69.2%+25.4pp | 60.3%+34.2pp |
| Annual return | 13.97% | 19.59%-5.6pp | 30.53%-16.6pp | 29.43%-15.5pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,647 | $2,781-4.8% | $4,084-35.2% | $3,767-29.7% |
| Admin fee / account holder | $135 | $4,146-96.7% | $8,777-98.5% | $2,969-95.4% |