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 Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Custodial (other than securities); In... | $42,300 |
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 | $26,416 | $36,916-28.4% | $156,549-83.1% | $57,658-54.2% |
| Participation rate | 71.5% | 63.4%+8.1pp | 84.0%-12.5pp | 70.2%+1.3pp |
| Annual return | 12.60% | 12.38%+0.2pp | 32.23%-19.6pp | 5.13%+7.5pp |
| Employer contribution / active EE | $1,349 | $1,571-14.1% | $5,501-75.5% | $1,974-31.6% |
| Participant deferral / active EE | $2,699 | $1,926+40.2% | $4,871-44.6% | $3,061-11.8% |
| Admin fee / account holder | $14 | $82-82.9% | $13,027-99.9% | $95-85.0% |