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 GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $28,290 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,190 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,781 | $111,608-25.8% | $177,821-53.4% | $73,409+12.8% |
| Participation rate | 98.9% | 87.9%+11.0pp | 87.7%+11.2pp | 72.2%+26.7pp |
| Annual return | 15.94% | 18.23%-2.3pp | 48.32%-32.4pp | 59.29%-43.4pp |
| Employer contribution / active EE | $3,940 | $3,796+3.8% | $5,918-33.4% | $2,234+76.4% |
| Participant deferral / active EE | $4,710 | $6,199-24.0% | $7,714-38.9% | $3,805+23.8% |
| Admin fee / account holder | $76 | $166-54.3% | $12,427-99.4% | $158-52.1% |