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 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $0 |
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 | $30,653 | $63,299-51.6% | $91,001-66.3% | $62,292-50.8% |
| Participation rate | 53.4% | 73.3%-19.9pp | 75.6%-22.2pp | 69.5%-16.1pp |
| Annual return | 18.20% | 20.99%-2.8pp | 4.60%+13.6pp | 28.90%-10.7pp |
| Employer contribution / active EE | $835 | $1,807-53.8% | $2,456-66.0% | $2,042-59.1% |
| Participant deferral / active EE | $1,697 | $2,943-42.3% | $3,547-52.2% | $3,169-46.5% |
| Admin fee / account holder | $61 | $468-86.9% | $5,417-98.9% | $479-87.2% |