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 7-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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $18,326 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $6,420 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,348 | $53,162-84.3% | $91,220-90.8% | $68,494-87.8% |
| Participation rate | 88.2% | 63.2%+25.0pp | 73.2%+15.0pp | 67.9%+20.3pp |
| Annual return | -18.98% | -3.14%-15.8pp | 114.01%-133.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,796 | $2,974+27.6% | $4,234-10.3% | $4,027-5.7% |
| Admin fee / account holder | $165 | $4,493-96.3% | $5,420-97.0% | $5,403-96.9% |