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 GROUP3+ years Service code 12 · EIN 93-1075369 | Claims processing; Recordkeeping and ... | $34,185 |
KORNERSTONE, INC.2 years Service code 27 · EIN 46-4657858 | Advisory (Plan) | $28,162 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,379 | $46,100-23.3% | $86,590-59.1% | $69,631-49.2% |
| Participation rate | 45.8% | 67.2%-21.4pp | 73.5%-27.8pp | 70.7%-24.9pp |
| Annual return | 15.48% | 21.02%-5.5pp | 964.84%-949.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $1,002 | $1,850-45.9% | $2,839-64.7% | $2,032-50.7% |
| Participant deferral / active EE | $2,081 | $2,432-14.4% | $3,609-42.3% | $3,224-35.4% |
| Admin fee / account holder | $306 | $94+225.8% | $4,906-93.8% | $110+176.7% |