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 GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $49,579 |
TWO WEST CAPITAL ADVISORS5+ years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $40,036 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,823 | $106,028-50.2% | $146,958-64.1% | $77,643-32.0% |
| Participation rate | 82.5% | 78.4%+4.2pp | 82.2%+0.4pp | 70.6%+12.0pp |
| Annual return | 13.66% | 56.73%-43.1pp | 418.34%-404.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $3,259 | $4,063-19.8% | $4,933-33.9% | $2,726+19.6% |
| Participant deferral / active EE | $6,717 | $7,990-15.9% | $8,070-16.8% | $4,647+44.5% |
| Admin fee / account holder | $138 | $337-59.1% | $12,998-98.9% | $430-67.9% |