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 | Custodial (other than securities); Re... | $25,739 |
Filed as: ALERA GROUP Service code 27 · EIN 81-4473358 | Advisory (Plan) | $22,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,404 | $101,724-20.0% | $164,813-50.6% | $80,856+0.7% |
| Participation rate | 64.3% | 71.8%-7.5pp | 78.6%-14.3pp | 67.6%-3.4pp |
| Annual return | 13.56% | 16.72%-3.2pp | 69.93%-56.4pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,516 | $2,953-48.7% | $4,341-65.1% | $2,755-45.0% |
| Participant deferral / active EE | $5,253 | $4,477+17.3% | $6,031-12.9% | $4,296+22.3% |
| Admin fee / account holder | $210 | $8,227-97.4% | $12,690-98.3% | $6,918-97.0% |