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: STANDCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $44,689 |
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 | $29,447 | $78,275-62.4% | $109,143-73.0% | $86,799-66.1% |
| Participation rate | 40.1% | 73.8%-33.7pp | 75.9%-35.7pp | 72.3%-32.1pp |
| Annual return | 16.54% | 19.14%-2.6pp | 25.75%-9.2pp | 97.91%-81.4pp |
| Employer contribution / active EE | $767 | $3,105-75.3% | $3,722-79.4% | $2,405-68.1% |
| Participant deferral / active EE | $2,252 | $3,641-38.1% | $4,653-51.6% | $4,131-45.5% |
| Admin fee / account holder | $63 | $198-68.5% | $6,752-99.1% | $170-63.1% |