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 Filed as: STANCROP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $53,543 |
INDEPENDENT FINANCIAL PARTNERS8+ years Service code 10 · EIN 59-3331424 | Accounting | $46,067 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $7,128 |
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 | $68,589 | $72,607-5.5% | $90,749-24.4% | $66,914+2.5% |
| Participation rate | 90.9% | 73.7%+17.2pp | 75.7%+15.2pp | 69.8%+21.1pp |
| Annual return | -16.15% | -12.28%-3.9pp | -12.16%-4.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $3,621 | $2,369+52.9% | $2,921+24.0% | $2,544+42.3% |
| Participant deferral / active EE | $7,437 | $3,977+87.0% | $4,564+62.9% | $4,237+75.5% |
| Admin fee / account holder | $409 | $707-42.1% | $8,445-95.2% | $593-31.0% |