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 6-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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $20,984 |
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 | $28,746 | $80,724-64.4% | $103,333-72.2% | $74,495-61.4% |
| Participation rate | 70.1% | 65.7%+4.5pp | 74.5%-4.4pp | 67.2%+2.9pp |
| Annual return | 14.82% | 27.56%-12.7pp | 24.88%-10.1pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,782 | $3,157-43.6% | $3,868-53.9% | $2,623-32.1% |
| Participant deferral / active EE | $4,777 | $3,860+23.8% | $5,057-5.5% | $4,346+9.9% |
| Admin fee / account holder | $72 | $2,368-97.0% | $8,355-99.1% | $1,942-96.3% |