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 |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $50,692 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,682 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,926 | $64,119-5.0% | $112,228-45.7% | $66,914-8.9% |
| Participation rate | 71.2% | 68.5%+2.7pp | 75.1%-3.9pp | 69.8%+1.4pp |
| Annual return | -15.26% | -13.81%-1.4pp | 27.45%-42.7pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,310 | $3,005-56.4% | $3,635-63.9% | $2,544-48.5% |
| Participant deferral / active EE | $4,491 | $3,693+21.6% | $4,728-5.0% | $4,237+6.0% |
| Admin fee / account holder | $460 | $625-26.4% | $6,410-92.8% | $593-22.4% |