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 8-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 53-1253576 | Recordkeeping and information managem... | $23,250 |
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 | $22,771 | $86,286-73.6% | $111,297-79.5% | $85,850-73.5% |
| Participation rate | 98.8% | 73.3%+25.4pp | 77.3%+21.4pp | 69.3%+29.4pp |
| Annual return | 15.75% | 19.99%-4.2pp | 54.65%-38.9pp | 318.53%-302.8pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,026 | $3,641+93.0% | $4,487+56.6% | $3,952+77.8% |
| Admin fee / account holder | $176 | $8,188-97.8% | $7,964-97.8% | $6,260-97.2% |