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 10-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 |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $50,000 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $24,080 |
Employer contribution per participant 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 | $110,176 | $92,055+19.7% | $106,213+3.7% | $77,643+41.9% |
| Participation rate | 97.9% | 81.0%+16.9pp | 75.3%+22.6pp | 70.6%+27.3pp |
| Annual return | 14.99% | 17.91%-2.9pp | 116.14%-101.2pp | 31.24%-16.2pp |
| Employer contribution / active EE | $733 | $3,367-78.2% | $3,171-76.9% | $2,726-73.1% |
| Participant deferral / active EE | $8,371 | $5,386+55.4% | $5,016+66.9% | $4,647+80.1% |
| Admin fee / account holder | $123 | $219-43.7% | $11,033-98.9% | $430-71.4% |