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 3-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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $26,230 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $17,133 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,485 | $100,923-58.9% | $150,045-72.4% | $74,304-44.2% |
| Participation rate | 95.2% | 70.1%+25.2pp | 82.3%+12.9pp | 60.3%+34.9pp |
| Annual return | 16.24% | 51.77%-35.5pp | 62.55%-46.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $504 | $3,463-85.4% | $4,693-89.3% | $2,241-77.5% |
| Participant deferral / active EE | $2,898 | $6,709-56.8% | $7,997-63.8% | $3,767-23.1% |
| Admin fee / account holder | $202 | $2,767-92.7% | $13,435-98.5% | $2,969-93.2% |