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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $71,952 |
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).
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 | $27,507 | $79,184-65.3% | $102,438-73.1% | $74,546-63.1% |
| Participation rate | 91.8% | 74.8%+17.0pp | 76.5%+15.3pp | 67.2%+24.6pp |
| Annual return | 11.74% | 54.95%-43.2pp | 29.37%-17.6pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $2,280 | $2,362-3.5% | $3,024-24.6% | $2,624-13.1% |
| Participant deferral / active EE | $4,465 | $4,414+1.1% | $5,054-11.7% | $4,347+2.7% |
| Admin fee / account holder | $43 | $2,001-97.9% | $9,448-99.5% | $1,944-97.8% |