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 GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $8,949 |
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.
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 | $19,165 | $56,485-66.1% | $185,823-89.7% | $86,799-77.9% |
| Participation rate | 38.7% | 65.5%-26.8pp | 81.7%-43.0pp | 72.3%-33.6pp |
| Annual return | 15.81% | 118.04%-102.2pp | 122.05%-106.2pp | 97.91%-82.1pp |
| Employer contribution / active EE | $183 | $1,843-90.1% | $5,167-96.5% | $2,405-92.4% |
| Participant deferral / active EE | $1,786 | $2,553-30.1% | $5,568-67.9% | $4,131-56.8% |
| Admin fee / account holder | $64 | $150-57.0% | $16,237-99.6% | $170-62.0% |