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 GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $56,440 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $31,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,464 | $68,914+24.0% | $136,749-37.5% | $74,304+15.0% |
| Participation rate | 87.0% | 51.3%+35.6pp | 72.1%+14.8pp | 60.3%+26.6pp |
| Annual return | 17.99% | 16.34%+1.6pp | 24.33%-6.3pp | 29.43%-11.4pp |
| Employer contribution / active EE | $3,183 | $1,561+103.8% | $3,400-6.4% | $2,241+42.0% |
| Participant deferral / active EE | $4,980 | $2,541+96.0% | $4,692+6.1% | $3,767+32.2% |
| Admin fee / account holder | $298 | $3,149-90.5% | $11,386-97.4% | $2,969-90.0% |