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 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,654 | $52,953-10.0% | $172,739-72.4% | $65,185-26.9% |
| Participation rate | 56.1% | 66.2%-10.1pp | 82.6%-26.6pp | 70.2%-14.1pp |
| Annual return | -0.02% | 30.12%-30.1pp | 802.84%-802.9pp | 29.38%-29.4pp |
| Employer contribution / active EE | $645 | $2,190-70.5% | $5,143-87.5% | $2,177-70.4% |
| Participant deferral / active EE | $1,315 | $2,471-46.8% | $5,198-74.7% | $3,514-62.6% |
| Admin fee / account holder | $26 | $472-94.5% | $13,954-99.8% | $847-97.0% |