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 Service code 27 · EIN 22-3570392 | Advisory (Plan) | $8,039 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $7,188 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,607 | $60,323-11.1% | $81,812-34.5% | $74,495-28.0% |
| Participation rate | 98.4% | 62.9%+35.5pp | 72.3%+26.0pp | 67.2%+31.2pp |
| Annual return | 12.39% | 16.90%-4.5pp | 773.79%-761.4pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,728 | $2,620-34.1% | $2,912-40.7% | $2,623-34.1% |
| Participant deferral / active EE | $4,876 | $3,387+43.9% | $4,319+12.9% | $4,346+12.2% |
| Admin fee / account holder | $51 | $1,486-96.6% | $7,386-99.3% | $1,942-97.4% |