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 | Custodial (other than securities); Cu... | $19,140 |
Participant contribution per participant 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 | $48,470 | $69,977-30.7% | $108,579-55.4% | $62,891-22.9% |
| Participation rate | 94.2% | 72.9%+21.3pp | 79.6%+14.6pp | 69.3%+24.9pp |
| Annual return | 7.21% | 10.73%-3.5pp | -51.70%+58.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,132 | $2,135-47.0% | $3,758-69.9% | $2,281-50.4% |
| Participant deferral / active EE | $1,290 | $3,165-59.2% | $4,311-70.1% | $3,203-59.7% |
| Admin fee / account holder | $174 | $5,076-96.6% | $7,645-97.7% | $4,296-95.9% |