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 | Direct payment from the plan; Custodi... | $61,034 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,566 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,324 | $55,415+8.9% | $155,509-61.2% | $74,495-19.0% |
| Participation rate | 94.1% | 61.9%+32.2pp | 78.2%+15.9pp | 67.2%+26.9pp |
| Annual return | 13.12% | 268.50%-255.4pp | 64.67%-51.6pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,839 | $2,267+25.2% | $4,672-39.2% | $2,623+8.2% |
| Participant deferral / active EE | $4,561 | $2,836+60.8% | $5,626-18.9% | $4,346+5.0% |
| Admin fee / account holder | $211 | $1,738-87.8% | $15,912-98.7% | $1,942-89.1% |