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 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $53,576 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,294 | $73,867-33.3% | $143,757-65.7% | $68,494-28.0% |
| Participation rate | 79.6% | 66.7%+12.9pp | 80.3%-0.7pp | 67.9%+11.7pp |
| Annual return | -21.15% | 1.01%-22.2pp | -0.04%-21.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $2,604 | $3,184-18.2% | $4,951-47.4% | $2,596+0.3% |
| Participant deferral / active EE | $4,854 | $3,384+43.4% | $5,637-13.9% | $4,027+20.5% |
| Admin fee / account holder | $64 | $5,755-98.9% | $14,673-99.6% | $5,403-98.8% |