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 GROUP1+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $11,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,280 | $57,108-85.5% | $94,224-91.2% | $52,331-84.2% |
| Participation rate | 57.6% | 72.9%-15.4pp | 78.8%-21.2pp | 68.1%-10.5pp |
| Annual return | -5.88% | 1.47%-7.4pp | 10.68%-16.6pp | 4.54%-10.4pp |
| Employer contribution / active EE | $991 | $1,735-42.9% | $3,587-72.4% | $1,882-47.3% |
| Participant deferral / active EE | $2,427 | $3,040-20.2% | $4,320-43.8% | $3,022-19.7% |
| Admin fee / account holder | $52 | $546-90.4% | $6,269-99.2% | $592-91.1% |