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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $17,711 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,424 | $46,292-27.8% | $143,757-76.7% | $64,808-48.4% |
| Participation rate | 29.8% | 64.2%-34.4pp | 80.3%-50.5pp | 71.5%-41.7pp |
| Annual return | -14.39% | -10.05%-4.3pp | -0.04%-14.4pp | 32.82%-47.2pp |
| Employer contribution / active EE | $504 | $1,910-73.6% | $4,951-89.8% | $2,506-79.9% |
| Participant deferral / active EE | $975 | $2,646-63.1% | $5,637-82.7% | $4,310-77.4% |
| Admin fee / account holder | $121 | $154-21.4% | $14,673-99.2% | $188-35.6% |