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 GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $51,730 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $18,734 |
Service code 10 · EIN 85-0436347 | Accounting | $12,189 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,644 | $55,449-59.2% | $83,848-73.0% | $56,287-59.8% |
| Participation rate | 88.5% | 68.0%+20.5pp | 76.1%+12.3pp | 69.9%+18.6pp |
| Annual return | -4.57% | -1.38%-3.2pp | 850.88%-855.4pp | -9.96%+5.4pp |
| Employer contribution / active EE | $2,778 | $2,430+14.3% | $3,631-23.5% | $2,111+31.6% |
| Participant deferral / active EE | $1,410 | $2,935-52.0% | $4,082-65.5% | $3,350-57.9% |
| Admin fee / account holder | $440 | $656-33.0% | $5,478-92.0% | $521-15.6% |