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 |
|---|---|---|
SIKICH LLP5 years Filed as: SIKICH CAPITAL MANAGEMENT, LLC Service code 27 · EIN 36-3168081 | Advisory (Plan) | $0 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $0 |
Annual investment return 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 | $27,751 | $65,557-57.7% | $64,056-56.7% | $71,457-61.2% |
| Participation rate | 76.8% | 73.2%+3.7pp | 72.3%+4.5pp | 67.9%+8.9pp |
| Annual return | -1.30% | 18.94%-20.2pp | 33.69%-35.0pp | 28.85%-30.2pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,433 | $3,626-60.5% | $3,880-63.1% | $4,289-66.6% |
| Admin fee / account holder | $157 | $616-74.5% | $3,068-94.9% | $1,587-90.1% |