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 GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $11,404 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,301 | $50,815-36.4% | $155,509-79.2% | $77,643-58.4% |
| Participation rate | 41.0% | 63.1%-22.1pp | 78.2%-37.2pp | 70.6%-29.5pp |
| Annual return | 14.22% | 34.80%-20.6pp | 64.67%-50.4pp | 31.24%-17.0pp |
| Employer contribution / active EE | $830 | $1,993-58.3% | $4,672-82.2% | $2,726-69.5% |
| Participant deferral / active EE | $2,344 | $2,822-17.0% | $5,626-58.3% | $4,647-49.6% |
| Admin fee / account holder | $71 | $437-83.8% | $15,912-99.6% | $430-83.5% |