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 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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $56,206 |
TWO WEST CAPITAL ADVISORS3+ years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $29,146 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,113 | $82,202-51.2% | $125,339-68.0% | $64,808-38.1% |
| Participation rate | 82.9% | 77.9%+5.0pp | 82.4%+0.5pp | 71.5%+11.4pp |
| Annual return | -15.68% | 3.48%-19.2pp | 572.05%-587.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $2,936 | $3,615-18.8% | $4,814-39.0% | $2,506+17.2% |
| Participant deferral / active EE | $5,293 | $7,175-26.2% | $7,446-28.9% | $4,310+22.8% |
| Admin fee / account holder | $107 | $163-34.5% | $10,010-98.9% | $188-43.1% |