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 GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $49,058 |
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $23,087 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,498 | $66,457-69.2% | $81,382-74.8% | $77,643-73.6% |
| Participation rate | 97.2% | 68.7%+28.5pp | 69.5%+27.7pp | 70.6%+26.6pp |
| Annual return | 12.57% | 15.93%-3.4pp | 24.73%-12.2pp | 31.24%-18.7pp |
| Employer contribution / active EE | $1,379 | $2,159-36.1% | $2,463-44.0% | $2,726-49.4% |
| Participant deferral / active EE | $2,271 | $3,679-38.3% | $3,883-41.5% | $4,647-51.1% |
| Admin fee / account holder | $122 | $583-79.0% | $5,768-97.9% | $430-71.5% |