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 GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $10,554 |
Service code 27 · EIN 93-0497711 | Advisory (Plan) | $7,143 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $6,484 |
Service code 27 1300 SW 5TH AVE · PORTLAND, OR 97201 | Advisory (Plan) | $5,452 |
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 | $33,093 | $46,072-28.2% | $70,014-52.7% | $55,167-40.0% |
| Participation rate | 63.1% | 67.5%-4.3pp | 71.8%-8.7pp | 69.0%-5.9pp |
| Annual return | 6.47% | 8.68%-2.2pp | 12.99%-6.5pp | 169.23%-162.8pp |
| Employer contribution / active EE | $681 | $1,500-54.6% | $2,338-70.9% | $1,963-65.3% |
| Participant deferral / active EE | $2,018 | $2,344-13.9% | $2,931-31.1% | $3,054-33.9% |
| Admin fee / account holder | $249 | $428-41.8% | $4,380-94.3% | $504-50.6% |