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 GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $10,014 |
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 | $33,739 | $65,435-48.4% | $86,677-61.1% | $66,914-49.6% |
| Participation rate | 65.7% | 75.5%-9.7pp | 76.6%-10.9pp | 69.8%-4.1pp |
| Annual return | -15.07% | -10.89%-4.2pp | 35.91%-51.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,804 | $2,153-16.2% | $2,836-36.4% | $2,544-29.1% |
| Participant deferral / active EE | $3,804 | $4,100-7.2% | $4,656-18.3% | $4,237-10.2% |
| Admin fee / account holder | $78 | $642-87.9% | $7,493-99.0% | $593-86.9% |