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 GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $42,151 |
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 | $54,373 | $76,552-29.0% | $123,892-56.1% | $62,891-13.5% |
| Participation rate | 50.6% | 73.0%-22.3pp | 81.4%-30.8pp | 69.3%-18.7pp |
| Annual return | 5.85% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,881 | $2,883-0.1% | $4,617-37.6% | $2,281+26.3% |
| Participant deferral / active EE | $6,256 | $4,840+29.3% | $5,984+4.5% | $3,203+95.3% |
| Admin fee / account holder | $37 | $4,826-99.2% | $8,357-99.6% | $4,296-99.1% |