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... | $23,265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,268 | $36,916+36.2% | $156,549-67.9% | $57,658-12.8% |
| Participation rate | 20.0% | 63.4%-43.4pp | 84.0%-64.0pp | 70.2%-50.2pp |
| Annual return | 6.63% | 12.38%-5.8pp | 32.23%-25.6pp | 5.13%+1.5pp |
| Employer contribution / active EE | $294 | $1,571-81.3% | $5,501-94.7% | $1,974-85.1% |
| Participant deferral / active EE | $543 | $1,926-71.8% | $4,871-88.8% | $3,061-82.2% |
| Admin fee / account holder | $40 | $82-50.9% | $13,027-99.7% | $95-57.2% |