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 8-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 GROUP5 years Filed as: STANCORP FINANCIALS GROUP Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $28,399 |
Filed as: SWBC INVESTMENT SERVICES, LLC Service code 27 · EIN 20-1484586 | Advisory (Plan) | $25,842 |
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 | $48,576 | $88,083-44.9% | $164,813-70.5% | $74,495-34.8% |
| Participation rate | 99.5% | 73.0%+26.4pp | 78.6%+20.8pp | 67.2%+32.3pp |
| Annual return | 14.33% | 17.26%-2.9pp | 69.93%-55.6pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,003 | $2,593-22.7% | $4,341-53.8% | $2,623-23.6% |
| Participant deferral / active EE | $6,332 | $4,498+40.8% | $6,031+5.0% | $4,346+45.7% |
| Admin fee / account holder | $232 | $2,234-89.6% | $12,690-98.2% | $1,942-88.1% |