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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 5-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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $20,351 |
LUMIN FINANCIAL, LLC1 year Service code 10 · EIN 26-2587852 | Accounting | $12,253 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,352 | $64,119-80.7% | $112,228-89.0% | $66,914-81.5% |
| Participation rate | 91.4% | 68.5%+22.9pp | 75.1%+16.3pp | 69.8%+21.6pp |
| Annual return | -17.75% | -13.81%-3.9pp | 27.45%-45.2pp | 1.58%-19.3pp |
| Employer contribution / active EE | $656 | $3,005-78.2% | $3,635-82.0% | $2,544-74.2% |
| Participant deferral / active EE | $4,509 | $3,693+22.1% | $4,728-4.6% | $4,237+6.4% |
| Admin fee / account holder | $182 | $625-70.9% | $6,410-97.2% | $593-69.3% |