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 9-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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $13,887 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,501 | $73,397-68.0% | $178,014-86.8% | $74,546-68.5% |
| Participation rate | 96.7% | 66.6%+30.1pp | 77.1%+19.6pp | 67.2%+29.5pp |
| Annual return | 11.81% | 17.49%-5.7pp | 294.80%-283.0pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $335 | $2,217-84.9% | $3,950-91.5% | $2,624-87.2% |
| Participant deferral / active EE | $2,528 | $4,512-44.0% | $6,276-59.7% | $4,347-41.8% |
| Admin fee / account holder | $79 | $1,809-95.6% | $10,362-99.2% | $1,944-95.9% |