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 | Claims processing; Custodial (other t... | $44,900 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,649 | $42,546-49.1% | $71,796-69.8% | $55,167-60.8% |
| Participation rate | 78.5% | 59.1%+19.3pp | 69.1%+9.4pp | 69.0%+9.5pp |
| Annual return | 8.39% | 12.36%-4.0pp | 78.04%-69.6pp | 169.23%-160.8pp |
| Employer contribution / active EE | $694 | $803-13.7% | $1,924-64.0% | $1,963-64.7% |
| Participant deferral / active EE | $1,447 | $2,064-29.9% | $2,794-48.2% | $3,054-52.6% |
| Admin fee / account holder | $39 | $650-93.9% | $4,815-99.2% | $504-92.2% |