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 | Custodial (other than securities); Cl... | $5,684 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,734 | $84,936-57.9% | $111,297-67.9% | $79,386-55.0% |
| Participation rate | 62.1% | 75.9%-13.7pp | 77.3%-15.2pp | 70.7%-8.6pp |
| Annual return | 15.87% | 17.45%-1.6pp | 54.65%-38.8pp | 116.85%-101.0pp |
| Employer contribution / active EE | $2,084 | $1,979+5.3% | $2,731-23.7% | $2,427-14.1% |
| Participant deferral / active EE | $3,719 | $3,888-4.3% | $4,487-17.1% | $4,046-8.1% |
| Admin fee / account holder | $47 | $537-91.3% | $7,964-99.4% | $626-92.5% |