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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 6-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; Custodial (other t... | $17,085 |
TRUTINA FINANCIAL4 years Service code 27 · EIN 47-0995939 | Advisory (Plan) | $13,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,836 | $51,045-16.1% | $70,515-39.3% | $71,457-40.1% |
| Participation rate | 64.7% | 59.4%+5.2pp | 68.3%-3.7pp | 67.9%-3.3pp |
| Annual return | 12.82% | 42.63%-29.8pp | 32.77%-19.9pp | 28.85%-16.0pp |
| Employer contribution / active EE | $1,402 | $1,790-21.7% | $2,973-52.9% | $2,588-45.8% |
| Participant deferral / active EE | $2,917 | $3,026-3.6% | $4,567-36.1% | $4,289-32.0% |
| Admin fee / account holder | $235 | $1,994-88.2% | $6,412-96.3% | $1,587-85.2% |