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 93-1253756 | Custodial (other than securities); Cl... | $74,531 |
WOODBURY FINANCIAL SERVICES6 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $53,680 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,912 | $56,503+75.1% | $70,092+41.1% | $64,808+52.6% |
| Participation rate | 83.4% | 70.5%+12.9pp | 70.5%+12.9pp | 71.5%+11.9pp |
| Annual return | -16.35% | -13.44%-2.9pp | 190.73%-207.1pp | 32.82%-49.2pp |
| Employer contribution / active EE | $7,173 | $2,046+250.5% | $2,559+180.3% | $2,506+186.3% |
| Participant deferral / active EE | $5,758 | $3,389+69.9% | $3,849+49.6% | $4,310+33.6% |
| Admin fee / account holder | $396 | $160+146.8% | $6,267-93.7% | $188+110.7% |