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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,723 |
STANCORP FINANCIAL GROUP6 years Filed as: STANCORP Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $34,003 |
BENEFIT RESOURCES, INC.5 years Service code 27 · EIN 68-0198481 | Advisory (Plan) | $4,300 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
STANCORP FINANCIAL GROUP7 years Service code 19 · EIN 93-1253576 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,538 | $55,415+215.0% | $155,509+12.2% | $74,495+134.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 9.42% | 268.50%-259.1pp | 64.67%-55.3pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $8,166 | $2,267+260.2% | $4,672+74.8% | $2,623+211.3% |
| Participant deferral / active EE | $7,371 | $2,836+159.9% | $5,626+31.0% | $4,346+69.6% |
| Admin fee / account holder | $651 | $1,738-62.6% | $15,912-95.9% | $1,942-66.5% |