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 GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $67,824 |
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 | $21,849 | $61,156-64.3% | $185,823-88.2% | $79,386-72.5% |
| Participation rate | 87.7% | 66.6%+21.1pp | 81.7%+6.0pp | 70.7%+17.0pp |
| Annual return | 14.30% | 19.45%-5.1pp | 122.05%-107.7pp | 116.85%-102.5pp |
| Employer contribution / active EE | $862 | $2,321-62.8% | $5,167-83.3% | $2,427-64.5% |
| Participant deferral / active EE | $1,887 | $2,789-32.3% | $5,568-66.1% | $4,046-53.3% |
| Admin fee / account holder | $23 | $710-96.8% | $16,237-99.9% | $626-96.4% |