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 | Recordkeeping and information managem... | $41,828 |
CLARK NUBER3 years Service code 10 · EIN 91-1194016 | Accounting | $21,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,924 | $82,664-11.8% | $125,339-41.8% | $68,494+6.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.40% | -5.97%-10.4pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,584 | $3,381+6.0% | $4,814-25.5% | $2,596+38.0% |
| Participant deferral / active EE | $8,011 | $6,110+31.1% | $7,446+7.6% | $4,027+98.9% |
| Admin fee / account holder | $152 | $6,275-97.6% | $10,010-98.5% | $5,403-97.2% |