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 GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $43,767 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,839 | $65,908-59.3% | $81,812-67.2% | $77,643-65.4% |
| Participation rate | 65.2% | 65.8%-0.6pp | 72.3%-7.1pp | 70.6%-5.4pp |
| Annual return | 12.99% | 26.64%-13.7pp | 773.79%-760.8pp | 31.24%-18.2pp |
| Employer contribution / active EE | $787 | $2,370-66.8% | $2,912-73.0% | $2,726-71.1% |
| Participant deferral / active EE | $1,939 | $3,505-44.7% | $4,319-55.1% | $4,647-58.3% |
| Admin fee / account holder | $106 | $526-79.8% | $7,386-98.6% | $430-75.3% |