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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $43,893 |
HAYS FINANCIAL GROUP3 years Filed as: HAYS FINANCIAL GROUP LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $29,973 |
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 | $41,696 | $59,417-29.8% | $93,606-55.5% | $74,495-44.0% |
| Participation rate | 97.0% | 59.7%+37.3pp | 68.7%+28.2pp | 67.2%+29.8pp |
| Annual return | 14.08% | 81.83%-67.8pp | 133.20%-119.1pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $845 | $1,264-33.1% | $2,420-65.1% | $2,623-67.8% |
| Participant deferral / active EE | $3,929 | $3,050+28.8% | $4,411-10.9% | $4,346-9.6% |
| Admin fee / account holder | $158 | $3,021-94.8% | $8,285-98.1% | $1,942-91.9% |