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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 GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $90,980 |
Filed as: CHARLES SCHWAB Service code 19 | Securities Custodian | $8,155 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,894 | $56,503-36.5% | $70,092-48.8% | $64,808-44.6% |
| Participation rate | 63.2% | 70.5%-7.3pp | 70.5%-7.3pp | 71.5%-8.3pp |
| Annual return | -14.18% | -13.44%-0.7pp | 190.73%-204.9pp | 32.82%-47.0pp |
| Employer contribution / active EE | $1,489 | $2,046-27.2% | $2,559-41.8% | $2,506-40.6% |
| Participant deferral / active EE | $2,306 | $3,389-32.0% | $3,849-40.1% | $4,310-46.5% |
| Admin fee / account holder | $185 | $160+15.3% | $6,267-97.0% | $188-1.5% |