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 5-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 | Direct payment from the plan; Custodi... | $71,503 |
KESTRA INVESTMENT SERVICES LLC4+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,785 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,872 | $49,693-86.2% | $70,515-90.3% | $74,419-90.8% |
| Participation rate | 83.0% | 64.7%+18.4pp | 68.3%+14.7pp | 70.7%+12.3pp |
| Annual return | 16.46% | 21.22%-4.8pp | 32.77%-16.3pp | 34.38%-17.9pp |
| Employer contribution / active EE | $480 | $1,773-72.9% | $2,973-83.8% | $2,637-81.8% |
| Participant deferral / active EE | $2,999 | $3,376-11.1% | $4,567-34.3% | $4,528-33.8% |
| Admin fee / account holder | $114 | $316-63.9% | $6,412-98.2% | $348-67.2% |