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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $37,842 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $13,600 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $300 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,503 | $69,823-77.8% | $77,163-79.9% | $74,419-79.2% |
| Participation rate | 98.8% | 70.0%+28.8pp | 69.6%+29.3pp | 70.7%+28.1pp |
| Annual return | 17.77% | 19.98%-2.2pp | 37.87%-20.1pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,285 | $2,150-40.2% | $2,535-49.3% | $2,637-51.3% |
| Participant deferral / active EE | $1,919 | $3,558-46.1% | $3,833-49.9% | $4,528-57.6% |
| Admin fee / account holder | $66 | $398-83.3% | $5,472-98.8% | $348-80.9% |