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 GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $93,997 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $44,185 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,596 | $127,481-87.0% | $149,696-88.9% | $90,288-81.6% |
| Participation rate | 90.4% | 78.2%+12.2pp | 82.5%+8.0pp | 73.4%+17.1pp |
| Annual return | 18.64% | 57.78%-39.1pp | 276.60%-258.0pp | 53.97%-35.3pp |
| Employer contribution / active EE | $552 | $3,448-84.0% | $4,644-88.1% | $2,524-78.1% |
| Participant deferral / active EE | $2,955 | $6,975-57.6% | $6,842-56.8% | $4,232-30.2% |
| Admin fee / account holder | $109 | $152-27.9% | $9,309-98.8% | $114-4.1% |