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 9-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 GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $7,704 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 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 | $14,202 | $52,293-72.8% | $178,490-92.0% | $73,409-80.7% |
| Participation rate | 34.3% | 65.3%-31.1pp | 81.9%-47.6pp | 72.2%-37.9pp |
| Annual return | 18.71% | 34.75%-16.0pp | 151.07%-132.4pp | 59.29%-40.6pp |
| Employer contribution / active EE | $154 | $1,735-91.1% | $5,011-96.9% | $2,234-93.1% |
| Participant deferral / active EE | $1,186 | $2,332-49.1% | $5,202-77.2% | $3,805-68.8% |
| Admin fee / account holder | $56 | $127-55.8% | $13,984-99.6% | $158-64.4% |