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 |
|---|---|---|
M HOLDINGS SECURITIES INC10+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $32,212 |
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 95-1253576 | Recordkeeping and information managem... | $25,482 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $2,606 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,148 | $101,499+8.5% | $147,005-25.1% | $74,546+47.8% |
| Participation rate | 54.2% | 75.5%-21.4pp | 82.2%-28.0pp | 67.2%-13.0pp |
| Annual return | 11.29% | 8732.34%-8721.1pp | 418.76%-407.5pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $580 | $3,811-84.8% | $4,934-88.2% | $2,624-77.9% |
| Participant deferral / active EE | $4,899 | $7,304-32.9% | $8,070-39.3% | $4,347+12.7% |
| Admin fee / account holder | $573 | $1,748-67.2% | $13,006-95.6% | $1,944-70.5% |