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... | $38,486 |
MONETA GROUP LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $18,688 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,711 | $73,360-67.7% | $177,989-86.7% | $74,495-68.2% |
| Participation rate | 87.9% | 66.6%+21.3pp | 77.1%+10.8pp | 67.2%+20.7pp |
| Annual return | 16.13% | 17.49%-1.4pp | 294.48%-278.3pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $734 | $2,216-66.9% | $3,949-81.4% | $2,623-72.0% |
| Participant deferral / active EE | $2,850 | $4,513-36.9% | $6,276-54.6% | $4,346-34.4% |
| Admin fee / account holder | $125 | $1,808-93.1% | $10,363-98.8% | $1,942-93.6% |