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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $46,884 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,341 | $59,186-50.4% | $76,768-61.8% | $56,287-47.9% |
| Participation rate | 74.3% | 75.2%-0.9pp | 77.0%-2.6pp | 69.9%+4.5pp |
| Annual return | -6.67% | 6.62%-13.3pp | 2.43%-9.1pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,429 | $1,759-18.7% | $2,485-42.5% | $2,111-32.3% |
| Participant deferral / active EE | $2,535 | $3,255-22.1% | $3,852-34.2% | $3,350-24.3% |
| Admin fee / account holder | $35 | $489-92.9% | $6,675-99.5% | $521-93.3% |