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 GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $24,757 |
Service code 27 · EIN 86-0812057 | Advisory (Plan) | $14,009 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,037 | $57,016-31.5% | $84,966-54.1% | $80,856-51.7% |
| Participation rate | 94.7% | 56.3%+38.4pp | 67.5%+27.2pp | 67.6%+27.1pp |
| Annual return | 12.51% | 21.66%-9.1pp | 66.38%-53.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,394 | $3,110+73.5% | $4,519+19.4% | $4,296+25.6% |
| Admin fee / account holder | $346 | $4,980-93.1% | $6,149-94.4% | $6,918-95.0% |