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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $36,259 |
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 | $29,769 | $70,908-58.0% | $98,907-69.9% | $73,488-59.5% |
| Participation rate | 59.3% | 73.8%-14.4pp | 76.0%-16.7pp | 70.7%-11.3pp |
| Annual return | 14.94% | 34.17%-19.2pp | 196.43%-181.5pp | 28.51%-13.6pp |
| Employer contribution / active EE | $911 | $2,036-55.3% | $2,689-66.1% | $2,270-59.9% |
| Participant deferral / active EE | $1,671 | $3,500-52.3% | $4,244-60.6% | $3,740-55.3% |
| Admin fee / account holder | $46 | $535-91.4% | $6,642-99.3% | $513-91.1% |