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 | Claims processing; Recordkeeping and ... | $45,428 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $27,375 |
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 | $54,330 | $54,193+0.3% | $93,606-42.0% | $77,643-30.0% |
| Participation rate | 99.6% | 63.9%+35.7pp | 68.7%+30.9pp | 70.6%+29.0pp |
| Annual return | 14.06% | 30.54%-16.5pp | 133.20%-119.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,541 | $1,168+117.6% | $2,420+5.0% | $2,726-6.8% |
| Participant deferral / active EE | $5,338 | $3,144+69.8% | $4,411+21.0% | $4,647+14.9% |
| Admin fee / account holder | $119 | $576-79.4% | $8,285-98.6% | $430-72.4% |