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 9-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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $27,340 |
M3 ADVISORY GROUP3 years Filed as: M3 ADVISORY GROUP LLC Service code 27 · EIN 11-3769499 | Advisory (Plan) | $12,305 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,887 | $99,957-74.1% | $149,696-82.7% | $73,488-64.8% |
| Participation rate | 81.3% | 75.7%+5.6pp | 82.5%-1.1pp | 70.7%+10.7pp |
| Annual return | 24.98% | 53.87%-28.9pp | 276.60%-251.6pp | 28.51%-3.5pp |
| Employer contribution / active EE | $2,865 | $3,191-10.2% | $4,644-38.3% | $2,270+26.2% |
| Participant deferral / active EE | $7,116 | $6,073+17.2% | $6,842+4.0% | $3,740+90.3% |
| Admin fee / account holder | $201 | $551-63.5% | $9,309-97.8% | $513-60.8% |