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 GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $3,300 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,264 | $77,503-55.8% | $100,391-65.9% | $80,856-57.6% |
| Participation rate | 42.1% | 76.9%-34.8pp | 81.5%-39.4pp | 67.6%-25.5pp |
| Annual return | 9.05% | 37.20%-28.1pp | 49.20%-40.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,476 | $2,801-47.3% | $3,942-62.5% | $2,755-46.4% |
| Participant deferral / active EE | $3,018 | $6,820-55.8% | $8,082-62.7% | $4,296-29.7% |
| Admin fee / account holder | $200 | $5,897-96.6% | $7,899-97.5% | $6,918-97.1% |