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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $186,763 |
HANCOCK WHITNEY BANK5 years Service code 27 · EIN 64-0169065 | Advisory (Plan) | $3,096 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,489 | $44,764-9.6% | $68,791-41.1% | $64,808-37.5% |
| Participation rate | 96.2% | 64.8%+31.4pp | 69.0%+27.2pp | 71.5%+24.7pp |
| Annual return | -14.89% | -10.91%-4.0pp | -6.38%-8.5pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,540 | $1,775-13.2% | $2,655-42.0% | $2,506-38.5% |
| Participant deferral / active EE | $4,818 | $3,238+48.8% | $3,941+22.3% | $4,310+11.8% |
| Admin fee / account holder | $146 | $151-3.6% | $4,932-97.0% | $188-22.3% |