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 | Recordkeeping and information managem... | $36,787 |
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 | $30,868 | $23,385+32.0% | $69,182-55.4% | $57,658-46.5% |
| Participation rate | 30.5% | 37.9%-7.4pp | 55.1%-24.6pp | 70.2%-39.7pp |
| Annual return | 8.02% | -659.34%+667.4pp | -21.93%+30.0pp | 5.13%+2.9pp |
| Employer contribution / active EE | $349 | $422-17.5% | $1,206-71.1% | $1,974-82.3% |
| Participant deferral / active EE | $730 | $843-13.4% | $1,897-61.5% | $3,061-76.2% |
| Admin fee / account holder | $18 | $82-77.9% | $2,697-99.3% | $95-80.8% |