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); Re... | $25,254 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $8,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,564 | $58,264-51.0% | $86,612-67.0% | $71,457-60.0% |
| Participation rate | 80.9% | 65.0%+15.9pp | 71.7%+9.2pp | 67.9%+13.0pp |
| Annual return | 18.61% | 21.63%-3.0pp | 591.07%-572.5pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,022 | $2,574-60.3% | $3,022-66.2% | $2,588-60.5% |
| Participant deferral / active EE | $2,071 | $3,436-39.7% | $4,438-53.3% | $4,289-51.7% |
| Admin fee / account holder | $132 | $1,057-87.5% | $5,614-97.6% | $1,587-91.7% |