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 | Direct payment from the plan; Custodi... | $60,664 |
Filed as: IFP GROUP, LLC Service code 10 · EIN 83-0951655 | Accounting | $52,922 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,857 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,728 | $78,485+4.1% | $106,213-23.1% | $74,495+9.7% |
| Participation rate | 96.1% | 72.8%+23.3pp | 75.3%+20.9pp | 67.2%+28.9pp |
| Annual return | 12.77% | 15.95%-3.2pp | 116.14%-103.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $3,313 | $2,523+31.3% | $3,171+4.5% | $2,623+26.3% |
| Participant deferral / active EE | $6,727 | $4,322+55.6% | $5,016+34.1% | $4,346+54.8% |
| Admin fee / account holder | $401 | $2,232-82.0% | $11,033-96.4% | $1,942-79.3% |