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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $21,187 |
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 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 | $16,568 | $55,453-70.1% | $170,442-90.3% | $62,292-73.4% |
| Participation rate | 58.2% | 66.4%-8.1pp | 83.6%-25.4pp | 69.5%-11.3pp |
| Annual return | 16.97% | 21.38%-4.4pp | 205.93%-189.0pp | 28.90%-11.9pp |
| Employer contribution / active EE | $327 | $2,164-84.9% | $5,433-94.0% | $2,042-84.0% |
| Participant deferral / active EE | $2,492 | $2,303+8.2% | $4,939-49.5% | $3,169-21.4% |
| Admin fee / account holder | $107 | $455-76.5% | $13,880-99.2% | $479-77.7% |