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 |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $48,364 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $43,683 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,400 | $106,028-22.3% | $146,958-43.9% | $77,643+6.1% |
| Participation rate | 96.0% | 78.4%+17.7pp | 82.2%+13.9pp | 70.6%+25.4pp |
| Annual return | 13.44% | 56.73%-43.3pp | 418.34%-404.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $811 | $4,063-80.0% | $4,933-83.6% | $2,726-70.3% |
| Participant deferral / active EE | $8,257 | $7,990+3.3% | $8,070+2.3% | $4,647+77.7% |
| Admin fee / account holder | $161 | $337-52.4% | $12,998-98.8% | $430-62.6% |