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 Filed as: STANCORP FINANCIAL SERVICES Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $20,311 |
TRIAD ADVISORS INC2+ years Filed as: TRIAD ADVISORS Service code 27 · EIN 65-0173164 | Advisory (Plan) | $7,579 |
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 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 | $42,993 | $46,732-8.0% | $156,549-72.5% | $55,167-22.1% |
| Participation rate | 54.1% | 65.8%-11.7pp | 84.0%-29.9pp | 69.0%-14.9pp |
| Annual return | 7.60% | 17.72%-10.1pp | 32.23%-24.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $593 | $2,105-71.8% | $5,501-89.2% | $1,963-69.8% |
| Participant deferral / active EE | $1,226 | $2,204-44.4% | $4,871-74.8% | $3,054-59.9% |
| Admin fee / account holder | $192 | $418-54.1% | $13,027-98.5% | $504-61.9% |