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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $46,365 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,418 | $63,924-69.6% | $108,579-82.1% | $55,167-64.8% |
| Participation rate | 96.4% | 74.3%+22.1pp | 79.6%+16.9pp | 69.0%+27.4pp |
| Annual return | 8.81% | 15.31%-6.5pp | -51.70%+60.5pp | 169.23%-160.4pp |
| Employer contribution / active EE | $2,663 | $1,879+41.7% | $3,758-29.1% | $1,963+35.7% |
| Participant deferral / active EE | $2,934 | $3,067-4.3% | $4,311-31.9% | $3,054-3.9% |
| Admin fee / account holder | $46 | $618-92.5% | $7,645-99.4% | $504-90.9% |