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 GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $42,618 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,291 | $80,968-72.5% | $96,544-76.9% | $75,163-70.3% |
| Participation rate | 95.2% | 71.8%+23.5pp | 76.0%+19.3pp | 67.2%+28.0pp |
| Annual return | 16.97% | 27.06%-10.1pp | 25.84%-8.9pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,301 | $2,282-43.0% | $2,965-56.1% | $2,670-51.3% |
| Participant deferral / active EE | $2,961 | $3,928-24.6% | $4,851-39.0% | $4,125-28.2% |
| Admin fee / account holder | $48 | $6,724-99.3% | $8,252-99.4% | $5,651-99.1% |