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 7-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 | Claims processing; Custodial (other t... | $27,542 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $21,298 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,343 | $88,890-64.7% | $102,423-69.4% | $77,643-59.6% |
| Participation rate | 89.9% | 80.9%+9.0pp | 76.5%+13.4pp | 70.6%+19.4pp |
| Annual return | 15.14% | 24.98%-9.8pp | 29.32%-14.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $2,433 | $2,698-9.8% | $3,023-19.5% | $2,726-10.7% |
| Participant deferral / active EE | $4,401 | $5,145-14.5% | $5,053-12.9% | $4,647-5.3% |
| Admin fee / account holder | $144 | $235-38.8% | $9,451-98.5% | $430-66.5% |