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 GROUP6+ years Service code 12 · EIN 93-1075369 | Claims processing; Recordkeeping and ... | $41,801 |
KORNERSTONE, INC.5 years Service code 27 · EIN 46-4657858 | Advisory (Plan) | $38,083 |
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 | $46,571 | $52,670-11.6% | $90,404-48.5% | $73,409-36.6% |
| Participation rate | 36.5% | 67.7%-31.1pp | 72.7%-36.1pp | 72.2%-35.6pp |
| Annual return | 15.20% | 20.70%-5.5pp | 1293.02%-1277.8pp | 59.29%-44.1pp |
| Employer contribution / active EE | $731 | $1,872-60.9% | $3,262-77.6% | $2,234-67.3% |
| Participant deferral / active EE | $1,546 | $2,807-44.9% | $3,963-61.0% | $3,805-59.4% |
| Admin fee / account holder | $398 | $117+241.0% | $5,611-92.9% | $158+152.2% |