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 | Direct payment from the plan; Claims ... | $104,699 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $57,554 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $14,609 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,258 | $50,982+14.3% | $154,803-62.4% | $85,563-31.9% |
| Participation rate | 75.4% | 59.8%+15.6pp | 78.1%-2.7pp | 66.0%+9.4pp |
| Annual return | 5.68% | 30.35%-24.7pp | 58.88%-53.2pp | 31.51%-25.8pp |
| Employer contribution / active EE | $1,976 | $1,708+15.7% | $4,305-54.1% | $2,654-25.5% |
| Participant deferral / active EE | $3,540 | $2,474+43.1% | $5,540-36.1% | $4,375-19.1% |
| Admin fee / account holder | $163 | $846-80.7% | $14,329-98.9% | $834-80.4% |