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 GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $52,545 |
TWO WEST CAPITAL ADVISORS4+ years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $32,566 |
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 | $51,048 | $95,274-46.4% | $135,903-62.4% | $74,419-31.4% |
| Participation rate | 83.5% | 78.2%+5.3pp | 81.9%+1.6pp | 70.7%+12.8pp |
| Annual return | 22.72% | 32.77%-10.0pp | 68.23%-45.5pp | 34.38%-11.7pp |
| Employer contribution / active EE | $3,386 | $3,874-12.6% | $4,856-30.3% | $2,637+28.4% |
| Participant deferral / active EE | $6,704 | $7,782-13.8% | $7,758-13.6% | $4,528+48.1% |
| Admin fee / account holder | $136 | $266-48.7% | $10,762-98.7% | $348-60.8% |