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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSUREDPARTNERS INVESTMENT ADVISORS Service code 27 · EIN 45-2712335 | Advisory (Plan) | $22,548 |
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $17,929 |
Service code 27 · EIN 91-1802259 | Advisory (Plan) | $16,949 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $45,914 | $88,890-48.3% | $102,423-55.2% | $77,643-40.9% |
| Participation rate | 57.3% | 80.9%-23.6pp | 76.5%-19.2pp | 70.6%-13.3pp |
| Annual return | 29.26% | 24.98%+4.3pp | 29.32%-0.1pp | 31.24%-2.0pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $8,780 | $5,145+70.6% | $5,053+73.8% | $4,647+88.9% |
| Admin fee / account holder | $240 | $235+1.8% | $9,451-97.5% | $430-44.3% |