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 GROUP3+ years Filed as: STANCORP FINANCIAL SERVICES Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $19,515 |
TRIAD ADVISORS INC3+ years Filed as: TRIAD ADVISORS Service code 27 · EIN 65-0173164 | Advisory (Plan) | $8,124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,163 | $55,453-22.2% | $170,442-74.7% | $62,292-30.7% |
| Participation rate | 52.2% | 66.4%-14.2pp | 83.6%-31.4pp | 69.5%-17.3pp |
| Annual return | 13.76% | 21.38%-7.6pp | 205.93%-192.2pp | 28.90%-15.1pp |
| Employer contribution / active EE | $244 | $2,164-88.7% | $5,433-95.5% | $2,042-88.1% |
| Participant deferral / active EE | $1,262 | $2,303-45.2% | $4,939-74.5% | $3,169-60.2% |
| Admin fee / account holder | $210 | $455-53.9% | $13,880-98.5% | $479-56.3% |