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; Direct payment fro... | $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 | $81,248-62.9% | $155,509-80.6% | $80,856-62.8% |
| Participation rate | 90.8% | 66.2%+24.6pp | 78.2%+12.6pp | 67.6%+23.2pp |
| Annual return | 15.26% | 33.31%-18.0pp | 64.67%-49.4pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,442 | $3,100-21.2% | $4,672-47.7% | $2,755-11.4% |
| Participant deferral / active EE | $5,729 | $3,452+66.0% | $5,626+1.8% | $4,296+33.4% |
| Admin fee / account holder | $54 | $7,997-99.3% | $15,912-99.7% | $6,918-99.2% |