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 4-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 | Direct payment from the plan; Recordk... | $23,989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,962 | $89,436-57.6% | $164,813-77.0% | $77,643-51.1% |
| Participation rate | 34.8% | 78.6%-43.8pp | 78.6%-43.8pp | 70.6%-35.7pp |
| Annual return | 13.96% | 28.83%-14.9pp | 69.93%-56.0pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,043 | $2,569-59.4% | $4,341-76.0% | $2,726-61.7% |
| Participant deferral / active EE | $1,309 | $4,897-73.3% | $6,031-78.3% | $4,647-71.8% |
| Admin fee / account holder | $27 | $339-92.1% | $12,690-99.8% | $430-93.8% |