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 3-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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $123,889 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,851 | $100,923+13.8% | $150,045-23.5% | $74,304+54.6% |
| Participation rate | 69.1% | 70.1%-1.0pp | 82.3%-13.2pp | 60.3%+8.8pp |
| Annual return | 16.27% | 51.77%-35.5pp | 62.55%-46.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,289 | $3,463-62.8% | $4,693-72.5% | $2,241-42.5% |
| Participant deferral / active EE | $5,816 | $6,709-13.3% | $7,997-27.3% | $3,767+54.4% |
| Admin fee / account holder | $29 | $2,767-98.9% | $13,435-99.8% | $2,969-99.0% |