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 GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $68,376 |
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 | $77,054 | $163,264-52.8% | $155,509-50.5% | - |
| Participation rate | 83.8% | 62.7%+21.1pp | 78.2%+5.7pp | - |
| Annual return | 17.83% | 19.38%-1.5pp | 64.67%-46.8pp | - |
| Employer contribution / active EE | $2,945 | $2,490+18.3% | $4,672-37.0% | - |
| Participant deferral / active EE | $5,364 | $2,914+84.0% | $5,626-4.7% | - |
| Admin fee / account holder | $70 | $96,217-99.9% | $15,912-99.6% | - |