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 7-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 10 · EIN 93-1253576 | Accounting | $28,357 |
Filed as: JOCELYN INVESTMENT MANAGEMENT LLC Service code 27 · EIN 26-0674586 | Advisory (Plan) | $9,953 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $90,400 | $26,549+240.5% | $61,373+47.3% | $66,914+35.1% |
| Participation rate | 27.7% | 38.1%-10.4pp | 52.6%-24.9pp | 69.8%-42.1pp |
| Annual return | 89.37% | -16.21%+105.6pp | 338.61%-249.2pp | 1.58%+87.8pp |
| Employer contribution / active EE | $185 | $651-71.6% | $1,159-84.0% | $2,544-92.7% |
| Participant deferral / active EE | $1,788 | $1,338+33.6% | $2,125-15.9% | $4,237-57.8% |
| Admin fee / account holder | $294 | $409-28.1% | $2,130-86.2% | $593-50.5% |