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 GROUP5 years Service code 12 · EIN 93-1253576 | Other fees; Custodial (other than sec... | $24,129 |
SIKICH LLP7 years Filed as: SIKICH CAPITAL MANAGEMENT, LLC Service code 27 · EIN 36-3168081 | Advisory (Plan) | $10,609 |
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 | $33,631 | $67,984-50.5% | $65,493-48.7% | $74,304-54.7% |
| Participation rate | 75.6% | 66.3%+9.3pp | 73.1%+2.5pp | 60.3%+15.3pp |
| Annual return | 8.55% | 19.87%-11.3pp | 982.45%-973.9pp | 29.43%-20.9pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,600 | $3,346-52.2% | $3,961-59.6% | $3,767-57.5% |
| Admin fee / account holder | $151 | $1,373-89.0% | $5,028-97.0% | $2,969-94.9% |