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 GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $10,514 |
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 | $43,649 | $58,694-25.6% | $142,863-69.4% | $85,850-49.2% |
| Participation rate | 61.5% | 58.5%+3.1pp | 71.9%-10.4pp | 69.3%-7.8pp |
| Annual return | 26.83% | 27.72%-0.9pp | 5637.54%-5610.7pp | 318.53%-291.7pp |
| Employer contribution / active EE | $786 | $1,423-44.7% | $4,144-81.0% | $2,565-69.3% |
| Participant deferral / active EE | $2,443 | $2,607-6.3% | $3,837-36.3% | $3,952-38.2% |
| Admin fee / account holder | $33 | $4,239-99.2% | $6,560-99.5% | $6,260-99.5% |