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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $62,794 |
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 | $23,224 | $65,061-64.3% | $143,757-83.8% | $66,914-65.3% |
| Participation rate | 79.3% | 65.2%+14.1pp | 80.3%-1.0pp | 69.8%+9.5pp |
| Annual return | -17.19% | -11.14%-6.1pp | -0.04%-17.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $804 | $2,361-65.9% | $4,951-83.8% | $2,544-68.4% |
| Participant deferral / active EE | $1,946 | $2,919-33.3% | $5,637-65.5% | $4,237-54.1% |
| Admin fee / account holder | $37 | $502-92.6% | $14,673-99.7% | $593-93.7% |