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 GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $28,183 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,048 | $59,402-57.8% | $93,654-73.3% | $74,546-66.4% |
| Participation rate | 92.3% | 59.7%+32.6pp | 68.7%+23.6pp | 67.2%+25.1pp |
| Annual return | 14.80% | 81.86%-67.1pp | 133.34%-118.5pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $617 | $1,265-51.2% | $2,421-74.5% | $2,624-76.5% |
| Participant deferral / active EE | $3,948 | $3,049+29.5% | $4,413-10.5% | $4,347-9.2% |
| Admin fee / account holder | $229 | $3,023-92.4% | $8,282-97.2% | $1,944-88.2% |