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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $96,477 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $14,086 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,842 | $33,745+92.2% | $64,105+1.2% | $55,191+17.5% |
| Participation rate | 75.0% | 59.4%+15.6pp | 68.2%+6.8pp | 69.2%+5.8pp |
| Annual return | 0.68% | 4.95%-4.3pp | 791.24%-790.6pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,323 | $641+106.4% | $1,820-27.3% | $1,899-30.3% |
| Participant deferral / active EE | $4,807 | $1,929+149.1% | $2,822+70.4% | $3,046+57.8% |
| Admin fee / account holder | $55 | $94-42.0% | $4,499-98.8% | $91-39.7% |