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 GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $6,221 |
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 | $35,337 | $76,050-53.5% | $96,544-63.4% | $71,457-50.5% |
| Participation rate | 89.4% | 74.4%+15.0pp | 76.0%+13.4pp | 67.9%+21.4pp |
| Annual return | 17.46% | 22.81%-5.3pp | 25.84%-8.4pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,226 | $2,244-0.8% | $2,965-24.9% | $2,588-14.0% |
| Participant deferral / active EE | $4,435 | $4,215+5.2% | $4,851-8.6% | $4,289+3.4% |
| Admin fee / account holder | $37 | $2,707-98.6% | $8,252-99.6% | $1,587-97.7% |