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 | Custodial (other than securities); Cl... | $33,032 |
MAP RETIREMENT, INC.2 years Filed as: MAP RETIREMENT INC. Service code 13 · EIN 39-1884254 | Contract Administrator | $5,236 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,483 | $65,557-55.0% | $64,056-54.0% | $71,457-58.7% |
| Participation rate | 71.5% | 73.2%-1.6pp | 72.3%-0.8pp | 67.9%+3.6pp |
| Annual return | 14.72% | 18.94%-4.2pp | 33.69%-19.0pp | 28.85%-14.1pp |
| Employer contribution / active EE | $1,788 | $2,669-33.0% | $2,747-34.9% | $2,588-30.9% |
| Participant deferral / active EE | $1,413 | $3,626-61.0% | $3,880-63.6% | $4,289-67.0% |
| Admin fee / account holder | $47 | $616-92.4% | $3,068-98.5% | $1,587-97.0% |