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 GROUP1+ years Service code 12 · EIN 93-1253576 | Other fees; Claims processing; Direct... | $26,509 |
MID ATLANTIC CAPITAL CORPORATION1+ years Filed as: MID ATLANTIC FINANCIAL MANAGEMENT Service code 27 · EIN 25-1443041 | Advisory (Plan) | $7,869 |
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 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 | $17,881 | $37,117-51.8% | $147,614-87.9% | $55,191-67.6% |
| Participation rate | 57.7% | 63.6%-5.9pp | 84.6%-26.9pp | 69.2%-11.4pp |
| Annual return | 1.02% | 3.44%-2.4pp | 61.98%-61.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $520 | $1,620-67.9% | $5,564-90.7% | $1,899-72.6% |
| Participant deferral / active EE | $1,170 | $1,985-41.1% | $4,895-76.1% | $3,046-61.6% |
| Admin fee / account holder | $163 | $86+90.9% | $11,611-98.6% | $91+80.0% |