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... | $31,300 |
Service code 27 · EIN 74-2096435 | Advisory (Plan) | $12,469 |
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 | $48,534 | $73,638-34.1% | $95,952-49.4% | $73,488-34.0% |
| Participation rate | 89.6% | 76.2%+13.4pp | 77.1%+12.5pp | 70.7%+18.9pp |
| Annual return | 15.47% | 16.78%-1.3pp | 91.61%-76.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,664 | $1,863-10.7% | $2,541-34.5% | $2,270-26.7% |
| Participant deferral / active EE | $2,910 | $3,617-19.5% | $4,167-30.2% | $3,740-22.2% |
| Admin fee / account holder | $362 | $482-24.8% | $6,795-94.7% | $513-29.4% |