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 7-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 GROUP7+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $74,733 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,642 |
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 | $9,230 | $62,624-85.3% | $177,989-94.8% | $77,643-88.1% |
| Participation rate | 95.0% | 66.8%+28.2pp | 77.1%+17.9pp | 70.6%+24.4pp |
| Annual return | 18.92% | 16.16%+2.8pp | 294.48%-275.6pp | 31.24%-12.3pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,949-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,255 | $4,219-22.9% | $6,276-48.1% | $4,647-30.0% |
| Admin fee / account holder | $72 | $386-81.4% | $10,363-99.3% | $430-83.4% |