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 Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $19,251 |
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 | $20,543 | $45,283-54.6% | $155,790-86.8% | $52,331-60.7% |
| Participation rate | 71.7% | 62.2%+9.5pp | 76.1%-4.4pp | 68.1%+3.6pp |
| Annual return | 0.25% | 1.80%-1.5pp | 71.54%-71.3pp | 4.54%-4.3pp |
| Employer contribution / active EE | $549 | $1,329-58.7% | $3,836-85.7% | $1,882-70.8% |
| Participant deferral / active EE | $1,643 | $2,854-42.4% | $4,797-65.7% | $3,022-45.6% |
| Admin fee / account holder | $59 | $981-94.0% | $7,478-99.2% | $592-90.0% |