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 | Recordkeeping and information managem... | $62,369 |
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 | $15,783 | $46,745-66.2% | $60,547-73.9% | $52,331-69.8% |
| Participation rate | 72.3% | 58.6%+13.7pp | 68.0%+4.4pp | 68.1%+4.2pp |
| Annual return | -1.89% | 0.61%-2.5pp | 335.64%-337.5pp | 4.54%-6.4pp |
| Employer contribution / active EE | $1,492 | $1,259+18.6% | $2,419-38.3% | $1,882-20.7% |
| Participant deferral / active EE | $3,376 | $2,145+57.4% | $3,328+1.5% | $3,022+11.7% |
| Admin fee / account holder | $141 | $537-73.7% | $4,536-96.9% | $592-76.2% |