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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.
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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 GROUP9+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Direct pay... | $38,509 |
CETERA ADVISOR NETWORKS LLC4 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $7,134 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $2,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,497 | $47,126-71.4% | $149,673-91.0% | $74,419-81.9% |
| Participation rate | 30.8% | 63.4%-32.6pp | 78.8%-47.9pp | 70.7%-39.9pp |
| Annual return | 14.15% | 22.75%-8.6pp | 134.42%-120.3pp | 34.38%-20.2pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $649 | $2,728-76.2% | $5,680-88.6% | $4,528-85.7% |
| Admin fee / account holder | $190 | $343-44.6% | $13,210-98.6% | $348-45.5% |