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.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $14,623 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,342 | $44,960-74.8% | $84,966-86.7% | $74,495-84.8% |
| Participation rate | 91.9% | 49.4%+42.6pp | 67.5%+24.4pp | 67.2%+24.7pp |
| Annual return | 15.98% | 26.24%-10.3pp | 66.38%-50.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $2,302 | $1,457+58.0% | $2,727-15.6% | $2,623-12.2% |
| Participant deferral / active EE | $4,506 | $2,731+65.0% | $4,519-0.3% | $4,346+3.7% |
| Admin fee / account holder | $51 | $2,209-97.7% | $6,149-99.2% | $1,942-97.4% |