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 7-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 | Direct payment from the plan; Recordk... | $103,368 |
Filed as: HAUSER RETIREMENT SOLUTIONS Service code 27 · EIN 36-4906731 | Advisory (Plan) | $67,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,937 | $57,610+59.6% | $154,803-40.6% | $102,872-10.6% |
| Participation rate | 53.0% | 59.5%-6.4pp | 78.1%-25.0pp | 73.0%-20.0pp |
| Annual return | 15.14% | 30.49%-15.3pp | 58.88%-43.7pp | 19.06%-3.9pp |
| Employer contribution / active EE | $1,920 | $1,883+1.9% | $4,305-55.4% | $3,526-45.6% |
| Participant deferral / active EE | $4,112 | $2,914+41.1% | $5,540-25.8% | $5,535-25.7% |
| Admin fee / account holder | $158 | $368-57.0% | $14,329-98.9% | $292-45.9% |