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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $43,173 |
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 | $39,866 | $73,638-45.9% | $95,952-58.5% | $73,488-45.8% |
| Participation rate | 77.6% | 76.2%+1.4pp | 77.1%+0.5pp | 70.7%+6.9pp |
| Annual return | 12.18% | 16.78%-4.6pp | 91.61%-79.4pp | 28.51%-16.3pp |
| Employer contribution / active EE | $1,580 | $1,863-15.2% | $2,541-37.8% | $2,270-30.4% |
| Participant deferral / active EE | $2,545 | $3,617-29.6% | $4,167-38.9% | $3,740-31.9% |
| Admin fee / account holder | $41 | $482-91.5% | $6,795-99.4% | $513-92.0% |