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 GROUP1 year Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Recordkeeping and information managem... | $27,996 |
Service code 49 · EIN 87-3599091 1600 VALLEY RIVER DRIVE, STE 340 · EUGENE, OH 97401 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,793 | $61,272-49.7% | $149,673-79.4% | $71,457-56.9% |
| Participation rate | 75.9% | 62.5%+13.4pp | 78.8%-2.9pp | 67.9%+8.0pp |
| Annual return | 12.59% | 35.85%-23.3pp | 134.42%-121.8pp | 28.85%-16.3pp |
| Employer contribution / active EE | $1,801 | $2,378-24.3% | $4,818-62.6% | $2,588-30.4% |
| Participant deferral / active EE | $1,693 | $2,917-42.0% | $5,680-70.2% | $4,289-60.5% |
| Admin fee / account holder | $190 | $1,261-84.9% | $13,210-98.6% | $1,587-88.0% |