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 GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $35,831 |
AMERITAS LIFE INSURANCE CORP9+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $19,719 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,563 | $69,763+8.3% | $67,502+11.9% | $74,495+1.4% |
| Participation rate | 88.3% | 71.4%+16.9pp | 72.9%+15.4pp | 67.2%+21.1pp |
| Annual return | 11.65% | -40.34%+52.0pp | 3512.12%-3500.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $5,044 | $2,704+86.6% | $2,731+84.7% | $2,623+92.3% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,346-100.0% |
| Admin fee / account holder | $226 | $896-74.8% | $3,998-94.4% | $1,942-88.4% |