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 GROUP6 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $39,361 |
MMA SECURITIES LLC6 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $16,467 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,204 | $79,171-69.4% | $102,423-76.4% | $74,495-67.5% |
| Participation rate | 97.2% | 74.8%+22.4pp | 76.5%+20.7pp | 67.2%+30.0pp |
| Annual return | 12.44% | 54.93%-42.5pp | 29.32%-16.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,118 | $2,362-52.7% | $3,023-63.0% | $2,623-57.4% |
| Participant deferral / active EE | $2,908 | $4,415-34.1% | $5,053-42.5% | $4,346-33.1% |
| Admin fee / account holder | $254 | $2,001-87.3% | $9,451-97.3% | $1,942-86.9% |