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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $84,314 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 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 | $7,300 | $40,522-82.0% | $84,611-91.4% | $67,579-89.2% |
| Participation rate | 91.5% | 51.1%+40.4pp | 68.2%+23.3pp | 71.3%+20.3pp |
| Annual return | 19.13% | 32.72%-13.6pp | 258.74%-239.6pp | 378.56%-359.4pp |
| Employer contribution / active EE | $535 | $1,146-53.3% | $2,652-79.8% | $2,148-75.1% |
| Participant deferral / active EE | $998 | $2,132-53.2% | $3,899-74.4% | $3,539-71.8% |
| Admin fee / account holder | $114 | $145-21.5% | $4,912-97.7% | $142-19.8% |