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 GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $59,224 |
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 | $29,836 | $61,272-51.3% | $149,673-80.1% | $71,457-58.2% |
| Participation rate | 66.5% | 62.5%+4.0pp | 78.8%-12.3pp | 67.9%-1.4pp |
| Annual return | 16.30% | 35.85%-19.5pp | 134.42%-118.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $825 | $2,378-65.3% | $4,818-82.9% | $2,588-68.1% |
| Participant deferral / active EE | $1,746 | $2,917-40.2% | $5,680-69.3% | $4,289-59.3% |
| Admin fee / account holder | $25 | $1,261-98.0% | $13,210-99.8% | $1,587-98.4% |