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 9-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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $36,646 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,036 |
M3 ADVISORY GROUP7 years Filed as: M3 ADVISORY GROUP LLC Service code 27 · EIN 11-3769499 | Advisory (Plan) | $15,036 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,544 | $106,028-61.8% | $146,958-72.4% | $77,643-47.8% |
| Participation rate | 86.0% | 78.4%+7.7pp | 82.2%+3.9pp | 70.6%+15.5pp |
| Annual return | 26.73% | 56.73%-30.0pp | 418.34%-391.6pp | 31.24%-4.5pp |
| Employer contribution / active EE | $2,751 | $4,063-32.3% | $4,933-44.2% | $2,726+0.9% |
| Participant deferral / active EE | $7,519 | $7,990-5.9% | $8,070-6.8% | $4,647+61.8% |
| Admin fee / account holder | $237 | $337-29.9% | $12,998-98.2% | $430-45.0% |