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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $42,288 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $19,714 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,901 | $155,795+60.4% | $136,294+83.4% | $69,631+258.9% |
| Participation rate | 94.7% | 75.2%+19.5pp | 81.9%+12.8pp | 70.7%+24.0pp |
| Annual return | 158.35% | 232464.33%-232306.0pp | 5155.94%-4997.6pp | 27571.02%-27412.7pp |
| Employer contribution / active EE | $3 | $2,991-99.9% | $4,695-99.9% | $2,032-99.8% |
| Participant deferral / active EE | $9,225 | $5,394+71.0% | $6,247+47.7% | $3,224+186.2% |
| Admin fee / account holder | $9 | $128-93.3% | $9,243-99.9% | $110-92.2% |