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 GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $34,365 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $16,199 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,073 | $80,177+37.3% | $123,892-11.2% | $57,658+90.9% |
| Participation rate | 90.4% | 74.4%+16.0pp | 81.4%+9.0pp | 70.2%+20.2pp |
| Annual return | 39.28% | 17.90%+21.4pp | 47.52%-8.2pp | 5.13%+34.1pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $9,011 | $5,130+75.6% | $5,984+50.6% | $3,061+194.4% |
| Admin fee / account holder | $9 | $106-91.4% | $8,357-99.9% | $95-90.4% |