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 8-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 GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $54,229 |
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON POINTE ADVISORS, LLC Service code 27 · EIN 47-0848703 | Advisory (Plan) | $8,157 |
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 | $27,477 | $60,323-54.5% | $81,812-66.4% | $74,495-63.1% |
| Participation rate | 86.7% | 62.9%+23.8pp | 72.3%+14.3pp | 67.2%+19.5pp |
| Annual return | 13.30% | 16.90%-3.6pp | 773.79%-760.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,429 | $2,620-7.3% | $2,912-16.6% | $2,623-7.4% |
| Participant deferral / active EE | $5,008 | $3,387+47.8% | $4,319+16.0% | $4,346+15.2% |
| Admin fee / account holder | $114 | $1,486-92.3% | $7,386-98.5% | $1,942-94.1% |