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 GROUP6 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $9,372 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,044 | $46,292-63.2% | $143,757-88.1% | $64,808-73.7% |
| Participation rate | 41.3% | 64.2%-22.9pp | 80.3%-39.0pp | 71.5%-30.2pp |
| Annual return | -17.59% | -10.05%-7.5pp | -0.04%-17.5pp | 32.82%-50.4pp |
| Employer contribution / active EE | $644 | $1,910-66.3% | $4,951-87.0% | $2,506-74.3% |
| Participant deferral / active EE | $2,211 | $2,646-16.4% | $5,637-60.8% | $4,310-48.7% |
| Admin fee / account holder | $59 | $154-61.4% | $14,673-99.6% | $188-68.4% |