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 | Recordkeeping and information managem... | $26,869 |
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 | $18,180 | $47,126-61.4% | $149,673-87.9% | $74,419-75.6% |
| Participation rate | 62.0% | 63.4%-1.4pp | 78.8%-16.8pp | 70.7%-8.8pp |
| Annual return | 15.42% | 22.75%-7.3pp | 134.42%-119.0pp | 34.38%-19.0pp |
| Employer contribution / active EE | $1,516 | $1,905-20.4% | $4,818-68.5% | $2,637-42.5% |
| Participant deferral / active EE | $2,547 | $2,728-6.6% | $5,680-55.2% | $4,528-43.8% |
| Admin fee / account holder | $112 | $343-67.2% | $13,210-99.1% | $348-67.7% |