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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $217,406 |
HANCOCK WHITNEY BANK7 years Service code 27 · EIN 64-0169065 | Advisory (Plan) | $12,518 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,482 | $55,416-7.1% | $75,972-32.2% | $77,643-33.7% |
| Participation rate | 95.5% | 63.6%+31.9pp | 69.1%+26.4pp | 70.6%+24.9pp |
| Annual return | 13.23% | 17.07%-3.8pp | 359.55%-346.3pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,717 | $1,788-4.0% | $2,685-36.1% | $2,726-37.0% |
| Participant deferral / active EE | $4,867 | $3,447+41.2% | $4,255+14.4% | $4,647+4.7% |
| Admin fee / account holder | $162 | $414-60.8% | $6,467-97.5% | $430-62.3% |