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 6-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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $40,273 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $26,339 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,450 | $73,360-21.7% | $177,989-67.7% | $74,495-22.9% |
| Participation rate | 96.9% | 66.6%+30.3pp | 77.1%+19.9pp | 67.2%+29.7pp |
| Annual return | 14.12% | 17.49%-3.4pp | 294.48%-280.4pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $3,255 | $2,216+46.8% | $3,949-17.6% | $2,623+24.1% |
| Participant deferral / active EE | $5,735 | $4,513+27.1% | $6,276-8.6% | $4,346+32.0% |
| Admin fee / account holder | $211 | $1,808-88.3% | $10,363-98.0% | $1,942-89.1% |