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 GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $22,250 |
Service code 27 · EIN 04-3626312 | Advisory (Plan) | $16,487 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,339 | $47,977-15.9% | $154,107-73.8% | $56,287-28.3% |
| Participation rate | 86.5% | 66.2%+20.3pp | 83.0%+3.5pp | 69.9%+16.7pp |
| Annual return | -2.46% | 3.54%-6.0pp | 735.12%-737.6pp | -9.96%+7.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,396 | $2,392+42.0% | $5,081-33.2% | $3,350+1.4% |
| Admin fee / account holder | $312 | $438-28.7% | $13,411-97.7% | $521-40.0% |