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+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $7,930 |
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 | $13,578 | $80,753-83.2% | $136,294-90.0% | $62,292-78.2% |
| Participation rate | 73.3% | 73.5%-0.2pp | 81.9%-8.6pp | 69.5%+3.8pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5155.94%-5155.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $2,071 | $2,884-28.2% | $4,695-55.9% | $2,042+1.4% |
| Participant deferral / active EE | $5,603 | $5,164+8.5% | $6,247-10.3% | $3,169+76.8% |
| Admin fee / account holder | $61 | $525-88.3% | $9,243-99.3% | $479-87.2% |