See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $3,491 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,032 | $46,732-46.4% | $156,549-84.0% | $55,167-54.6% |
| Participation rate | 88.3% | 65.8%+22.5pp | 84.0%+4.3pp | 69.0%+19.3pp |
| Annual return | 0.39% | 17.72%-17.3pp | 32.23%-31.8pp | 169.23%-168.8pp |
| Employer contribution / active EE | $2,227 | $2,105+5.8% | $5,501-59.5% | $1,963+13.5% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $16 | $418-96.2% | $13,027-99.9% | $504-96.8% |