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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $47,977 |
FLEXPATH STRATEGIES, LLC2 years Filed as: FLEXPATH STRATEGIES LLC Service code 27 · EIN 46-4782313 | Advisory (Plan) | $8,952 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,176 | $132,049-9.7% | $200,582-40.6% | $74,304+60.4% |
| Participation rate | 93.9% | 84.1%+9.9pp | 86.9%+7.1pp | 60.3%+33.6pp |
| Annual return | 16.60% | 22.22%-5.6pp | 42.33%-25.7pp | 29.43%-12.8pp |
| Employer contribution / active EE | $6,844 | $4,558+50.2% | $6,419+6.6% | $2,241+205.4% |
| Participant deferral / active EE | $4,489 | $7,213-37.8% | $9,331-51.9% | $3,767+19.2% |
| Admin fee / account holder | $94 | $2,405-96.1% | $16,305-99.4% | $2,969-96.8% |