Filed June 16, 2026
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 | Other fees; Claims processing; Record... | $35,436 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,332 | $84,936-78.4% | $111,297-83.5% | $79,386-76.9% |
| Participation rate | 83.8% | 75.9%+8.0pp | 77.3%+6.5pp | 70.7%+13.1pp |
| Annual return | 71.60% | 17.45%+54.1pp | 54.65%+17.0pp | 116.85%-45.2pp |
| Employer contribution / active EE | $1,040 | $1,979-47.4% | $2,731-61.9% | $2,427-57.1% |
| Participant deferral / active EE | $2,238 | $3,888-42.5% | $4,487-50.1% | $4,046-44.7% |
| Admin fee / account holder | $29 | $537-94.6% | $7,964-99.6% | $626-95.4% |