Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $47,698 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $45,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,296 | $54,193+123.8% | $93,654+29.5% | $77,671+56.2% |
| Participation rate | 98.9% | 63.9%+35.0pp | 68.7%+30.2pp | 70.6%+28.4pp |
| Annual return | 17.30% | 30.54%-13.2pp | 133.34%-116.0pp | 31.21%-13.9pp |
| Employer contribution / active EE | $4,788 | $1,168+310.0% | $2,421+97.8% | $2,726+75.6% |
| Participant deferral / active EE | $5,199 | $3,144+65.4% | $4,413+17.8% | $4,648+11.9% |
| Admin fee / account holder | $153 | $576-73.5% | $8,282-98.2% | $430-64.6% |