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... | $36,437 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $14,498 |
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 | $27,724 | $60,323-54.0% | $81,812-66.1% | $74,495-62.8% |
| Participation rate | 85.6% | 62.9%+22.8pp | 72.3%+13.3pp | 67.2%+18.4pp |
| Annual return | 12.70% | 16.90%-4.2pp | 773.79%-761.1pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,338 | $2,620-48.9% | $2,912-54.1% | $2,623-49.0% |
| Participant deferral / active EE | $2,042 | $3,387-39.7% | $4,319-52.7% | $4,346-53.0% |
| Admin fee / account holder | $204 | $1,486-86.3% | $7,386-97.2% | $1,942-89.5% |