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 GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $39,548 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT INC. Service code 13 · EIN 39-1884254 | Contract Administrator | $8,901 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,587 | $60,989-59.7% | $60,874-59.6% | $66,914-63.3% |
| Participation rate | 83.0% | 74.5%+8.6pp | 73.1%+9.9pp | 69.8%+13.2pp |
| Annual return | -14.63% | -9.60%-5.0pp | 16.90%-31.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,441 | $2,661-45.8% | $2,701-46.7% | $2,544-43.4% |
| Participant deferral / active EE | $1,684 | $3,615-53.4% | $3,817-55.9% | $4,237-60.3% |
| Admin fee / account holder | $116 | $338-65.6% | $3,224-96.4% | $593-80.4% |