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 8-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 | Direct payment from the plan; Custodi... | $48,589 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $10,170 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,357 | $79,184-55.3% | $102,438-65.5% | $74,546-52.6% |
| Participation rate | 94.9% | 74.8%+20.1pp | 76.5%+18.4pp | 67.2%+27.7pp |
| Annual return | 12.19% | 54.95%-42.8pp | 29.37%-17.2pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $2,217 | $2,362-6.2% | $3,024-26.7% | $2,624-15.5% |
| Participant deferral / active EE | $4,221 | $4,414-4.4% | $5,054-16.5% | $4,347-2.9% |
| Admin fee / account holder | $134 | $2,001-93.3% | $9,448-98.6% | $1,944-93.1% |