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 | Sub-transfer agency fees; Custodial (... | $28,298 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $7,636 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,816 | $71,883-18.2% | $86,677-32.1% | $68,494-14.1% |
| Participation rate | 82.5% | 72.2%+10.2pp | 76.6%+5.9pp | 67.9%+14.6pp |
| Annual return | -17.68% | 3.52%-21.2pp | 35.91%-53.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $3,050 | $2,173+40.4% | $2,836+7.5% | $2,596+17.5% |
| Participant deferral / active EE | $4,316 | $3,779+14.2% | $4,656-7.3% | $4,027+7.2% |
| Admin fee / account holder | $244 | $6,112-96.0% | $7,493-96.7% | $5,403-95.5% |