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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $19,372 |
RELIANCE TRUST COMPANY3 years Service code 19 · EIN 58-1428634 | Securities Custodian | $1,091 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,711 | $61,156-62.9% | $185,823-87.8% | $79,386-71.4% |
| Participation rate | 71.7% | 66.6%+5.0pp | 81.7%-10.0pp | 70.7%+1.0pp |
| Annual return | 15.08% | 19.45%-4.4pp | 122.05%-107.0pp | 116.85%-101.8pp |
| Employer contribution / active EE | $432 | $2,321-81.4% | $5,167-91.6% | $2,427-82.2% |
| Participant deferral / active EE | $2,646 | $2,789-5.1% | $5,568-52.5% | $4,046-34.6% |
| Admin fee / account holder | $80 | $710-88.8% | $16,237-99.5% | $626-87.3% |