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... | $60,197 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,822 | $44,473-86.9% | $76,523-92.4% | $55,725-89.6% |
| Participation rate | 91.4% | 51.0%+40.5pp | 68.0%+23.4pp | 70.9%+20.6pp |
| Annual return | -7.92% | -2.01%-5.9pp | -0.27%-7.7pp | 244.93%-252.9pp |
| Employer contribution / active EE | $592 | $1,101-46.2% | $2,647-77.6% | $2,078-71.5% |
| Participant deferral / active EE | $957 | $1,988-51.8% | $3,835-75.0% | $3,356-71.5% |
| Admin fee / account holder | $92 | $134-31.3% | $4,848-98.1% | $115-20.0% |