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 | Direct payment from the plan; Recordk... | $41,337 |
MID ATLANTIC CAPITAL CORPORATION2+ years Filed as: MID ATLANTIC FINANCIAL MANAGEMENT Service code 27 · EIN 25-1443041 | Advisory (Plan) | $18,114 |
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 | $20,236 | $36,916-45.2% | $156,549-87.1% | $57,658-64.9% |
| Participation rate | 54.0% | 63.4%-9.5pp | 84.0%-30.0pp | 70.2%-16.3pp |
| Annual return | 19.44% | 12.38%+7.1pp | 32.23%-12.8pp | 5.13%+14.3pp |
| Employer contribution / active EE | $478 | $1,571-69.5% | $5,501-91.3% | $1,974-75.8% |
| Participant deferral / active EE | $1,161 | $1,926-39.7% | $4,871-76.2% | $3,061-62.1% |
| Admin fee / account holder | $221 | $82+168.4% | $13,027-98.3% | $95+134.2% |