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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 9-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 GROUP6 years Service code 12 · EIN 93-1253576 | Other fees; Claims processing; Record... | $44,148 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,220 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,293 | $73,360-75.1% | $177,989-89.7% | $74,495-75.4% |
| Participation rate | 95.8% | 66.6%+29.2pp | 77.1%+18.7pp | 67.2%+28.6pp |
| Annual return | 11.31% | 17.49%-6.2pp | 294.48%-283.2pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,801 | $2,216-18.7% | $3,949-54.4% | $2,623-31.3% |
| Participant deferral / active EE | $2,519 | $4,513-44.2% | $6,276-59.9% | $4,346-42.0% |
| Admin fee / account holder | $201 | $1,808-88.9% | $10,363-98.1% | $1,942-89.6% |