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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $14,933 |
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 | $12,685 | $46,360-72.6% | $147,614-91.4% | $52,331-75.8% |
| Participation rate | 75.7% | 64.9%+10.7pp | 84.6%-8.9pp | 68.1%+7.6pp |
| Annual return | -0.98% | 1.62%-2.6pp | 61.98%-63.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $274 | $2,126-87.1% | $5,564-95.1% | $1,882-85.4% |
| Participant deferral / active EE | $1,796 | $2,258-20.4% | $4,895-63.3% | $3,022-40.6% |
| Admin fee / account holder | $92 | $766-88.0% | $11,611-99.2% | $592-84.5% |