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 8-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 |
|---|---|---|
Service code 27 · EIN 20-0433578 | Advisory (Plan) | $7,661 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $6,685 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,431 | $34,677+5.1% | $77,024-52.7% | $64,808-43.8% |
| Participation rate | 27.3% | 49.8%-22.5pp | 67.9%-40.6pp | 71.5%-44.2pp |
| Annual return | -11.49% | -5.33%-6.2pp | 42.32%-53.8pp | 32.82%-44.3pp |
| Employer contribution / active EE | $514 | $1,370-62.5% | $2,812-81.7% | $2,506-79.5% |
| Participant deferral / active EE | $810 | $2,556-68.3% | $4,426-81.7% | $4,310-81.2% |
| Admin fee / account holder | $104 | $179-41.7% | $5,425-98.1% | $188-44.6% |