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; Custodial (other t... | $16,018 |
GENEOS WEALTH MANAGEMENT INC2 years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 70 · EIN 02-0580939 | Consulting Fees | $9,161 |
PENSION ASSURANCE LLP3 years Service code 10 · EIN 30-0840934 | Accounting | $6,466 |
RELIANCE TRUST COMPANY10+ years Filed as: RELIANCE Service code 19 · EIN 25-1833406 | Securities Custodian | $228 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,295 | $60,323-56.4% | $81,812-67.9% | $74,495-64.7% |
| Participation rate | 82.5% | 62.9%+19.7pp | 72.3%+10.2pp | 67.2%+15.3pp |
| Annual return | 16.16% | 16.90%-0.7pp | 773.79%-757.6pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $977 | $2,620-62.7% | $2,912-66.4% | $2,623-62.7% |
| Participant deferral / active EE | $2,146 | $3,387-36.7% | $4,319-50.3% | $4,346-50.6% |
| Admin fee / account holder | $185 | $1,486-87.5% | $7,386-97.5% | $1,942-90.5% |