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 GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $38,569 |
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 | $30,104 | $81,233-62.9% | $155,567-80.6% | $80,874-62.8% |
| Participation rate | 90.8% | 66.2%+24.6pp | 78.2%+12.6pp | 67.6%+23.2pp |
| Annual return | 15.26% | 33.33%-18.1pp | 64.74%-49.5pp | 35.62%-20.4pp |
| Employer contribution / active EE | $2,442 | $3,101-21.3% | $4,674-47.8% | $2,756-11.4% |
| Participant deferral / active EE | $5,729 | $3,452+66.0% | $5,628+1.8% | $4,297+33.3% |
| Admin fee / account holder | $54 | $7,998-99.3% | $15,916-99.7% | $6,935-99.2% |