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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $35,689 |
MAP RETIREMENT, INC.3 years Filed as: MAP RETIREMENT INC. Service code 13 · EIN 39-1884254 | Contract Administrator | $822 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,935 | $69,763-54.2% | $67,502-52.7% | $74,495-57.1% |
| Participation rate | 63.7% | 71.4%-7.6pp | 72.9%-9.1pp | 67.2%-3.5pp |
| Annual return | 11.68% | -40.34%+52.0pp | 3512.12%-3500.4pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,984 | $2,704-26.6% | $2,731-27.3% | $2,623-24.4% |
| Participant deferral / active EE | $1,253 | $3,636-65.5% | $4,000-68.7% | $4,346-71.2% |
| Admin fee / account holder | $33 | $896-96.3% | $3,998-99.2% | $1,942-98.3% |