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); Cl... | $81,500 |
ALPHA INVESTMENT CONSULTING GROUP10+ years Service code 26 · EIN 39-1859759 | Advisory (Participants) | $35,000 |
Service code 29 · EIN 39-1126909 | Legal | $25,200 |
WILSON-MCSHANE CORPORATION6 years Service code 13 · EIN 41-0956552 | Contract Administrator | $24,122 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $17,010 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,144 | $103,641-59.3% | $107,525-60.8% | $102,872-59.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 9.88% | 13.08%-3.2pp | 181.32%-171.4pp | 19.06%-9.2pp |
| Employer contribution / active EE | $2,070 | $5,096-59.4% | $3,754-44.9% | $3,526-41.3% |
| Participant deferral / active EE | $37 | $3,789-99.0% | $5,116-99.3% | $5,535-99.3% |
| Admin fee / account holder | $177 | $276-35.8% | $8,919-98.0% | $292-39.4% |