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 | Claims processing; Custodial (other t... | $11,528 |
RELIANCE TRUST COMPANY7 years Service code 19 · EIN 58-1428634 | Securities Custodian | $6,981 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,613 | $86,897-9.5% | $151,611-48.1% | $64,808+21.3% |
| Participation rate | 99.4% | 87.3%+12.2pp | 87.5%+11.9pp | 71.5%+28.0pp |
| Annual return | -13.65% | -3.57%-10.1pp | 3.33%-17.0pp | 32.82%-46.5pp |
| Employer contribution / active EE | $2,301 | $4,010-42.6% | $6,166-62.7% | $2,506-8.2% |
| Participant deferral / active EE | $6,753 | $6,690+0.9% | $8,363-19.3% | $4,310+56.7% |
| Admin fee / account holder | $28 | $153-81.7% | $11,616-99.8% | $188-85.1% |