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 9-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 |
|---|---|---|
MHS ADVISORY SERVICES, LLC5 years Service code 27 · EIN 47-2672118 | Advisory (Plan) | $55,934 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $42,175 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,699 | $89,436-45.5% | $164,813-70.5% | $77,643-37.3% |
| Participation rate | 99.1% | 78.6%+20.4pp | 78.6%+20.5pp | 70.6%+28.5pp |
| Annual return | 14.96% | 28.83%-13.9pp | 69.93%-55.0pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,556 | $2,569-39.4% | $4,341-64.2% | $2,726-42.9% |
| Participant deferral / active EE | $4,978 | $4,897+1.7% | $6,031-17.5% | $4,647+7.1% |
| Admin fee / account holder | $107 | $339-68.6% | $12,690-99.2% | $430-75.2% |