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 | Custodial (other than securities); Cl... | $29,162 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $21,542 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,519 | $86,897-9.6% | $151,611-48.2% | $64,808+21.2% |
| Participation rate | 98.5% | 87.3%+11.3pp | 87.5%+11.0pp | 71.5%+27.1pp |
| Annual return | -15.30% | -3.57%-11.7pp | 3.33%-18.6pp | 32.82%-48.1pp |
| Employer contribution / active EE | $6,671 | $4,010+66.3% | $6,166+8.2% | $2,506+166.2% |
| Participant deferral / active EE | $4,173 | $6,690-37.6% | $8,363-50.1% | $4,310-3.2% |
| Admin fee / account holder | $70 | $153-54.5% | $11,616-99.4% | $188-62.9% |