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... | $25,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $66,029 | $85,766-23.0% | $136,294-51.6% | $70,131-5.8% |
| Participation rate | 34.4% | 74.2%-39.7pp | 81.9%-47.5pp | 69.5%-35.1pp |
| Annual return | 22.34% | 31.45%-9.1pp | 5155.94%-5133.6pp | 73.14%-50.8pp |
| Employer contribution / active EE | $560 | $2,966-81.1% | $4,695-88.1% | $2,342-76.1% |
| Participant deferral / active EE | $3,051 | $5,051-39.6% | $6,247-51.2% | $3,332-8.4% |
| Admin fee / account holder | $19 | $5,420-99.7% | $9,243-99.8% | $4,645-99.6% |