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 93-1253576 | Claims processing; Custodial (other t... | $53,611 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,842 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,956 | $65,061-21.7% | $143,757-64.6% | $66,914-23.8% |
| Participation rate | 90.8% | 65.2%+25.6pp | 80.3%+10.5pp | 69.8%+21.0pp |
| Annual return | -16.47% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,233 | $2,361-5.4% | $4,951-54.9% | $2,544-12.2% |
| Participant deferral / active EE | $4,040 | $2,919+38.4% | $5,637-28.3% | $4,237-4.7% |
| Admin fee / account holder | $174 | $502-65.2% | $14,673-98.8% | $593-70.6% |