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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $88,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,545 | $63,442-47.1% | $68,791-51.2% | $66,914-49.9% |
| Participation rate | 69.4% | 60.0%+9.5pp | 69.0%+0.4pp | 69.8%-0.4pp |
| Annual return | -12.60% | -8.29%-4.3pp | -6.38%-6.2pp | 1.58%-14.2pp |
| Employer contribution / active EE | $1,634 | $1,775-7.9% | $2,655-38.4% | $2,544-35.8% |
| Participant deferral / active EE | $3,758 | $2,945+27.6% | $3,941-4.7% | $4,237-11.3% |
| Admin fee / account holder | $136 | $577-76.5% | $4,932-97.2% | $593-77.1% |