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 | Direct payment from the plan; Custodi... | $54,209 |
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 | $61,109 | $80,177-23.8% | $123,892-50.7% | $57,658+6.0% |
| Participation rate | 38.8% | 74.4%-35.7pp | 81.4%-42.6pp | 70.2%-31.5pp |
| Annual return | 8.91% | 17.90%-9.0pp | 47.52%-38.6pp | 5.13%+3.8pp |
| Employer contribution / active EE | $1,082 | $2,913-62.9% | $4,617-76.6% | $1,974-45.2% |
| Participant deferral / active EE | $2,330 | $5,130-54.6% | $5,984-61.1% | $3,061-23.9% |
| Admin fee / account holder | $17 | $106-83.7% | $8,357-99.8% | $95-81.7% |