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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $53,031 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,754 | $101,499-36.2% | $147,005-56.0% | $74,546-13.1% |
| Participation rate | 37.1% | 75.5%-38.4pp | 82.2%-45.1pp | 67.2%-30.1pp |
| Annual return | 16.11% | 8732.34%-8716.2pp | 418.76%-402.7pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $1,223 | $3,811-67.9% | $4,934-75.2% | $2,624-53.4% |
| Participant deferral / active EE | $5,436 | $7,304-25.6% | $8,070-32.6% | $4,347+25.0% |
| Admin fee / account holder | $24 | $1,748-98.6% | $13,006-99.8% | $1,944-98.8% |