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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | Claims processing; Direct payment fro... | $31,168 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $17,532 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,277 | $47,105-63.3% | $68,368-74.7% | $67,986-74.6% |
| Participation rate | 80.4% | 51.8%+28.6pp | 73.8%+6.6pp | 57.2%+23.2pp |
| Annual return | 8.86% | 48.37%-39.5pp | 292.57%-283.7pp | 31.67%-22.8pp |
| Employer contribution / active EE | $209 | $1,859-88.8% | $2,649-92.1% | $2,019-89.7% |
| Participant deferral / active EE | $1,332 | $2,374-43.9% | $4,123-67.7% | $3,358-60.3% |
| Admin fee / account holder | $166 | $2,435-93.2% | $5,150-96.8% | $3,203-94.8% |