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 3-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 | Recordkeeping and information managem... | $29,696 |
MMA SECURITIES LLC2 years Service code 27 P O BOX 9496 · NEW YORK, NY 10087 | Advisory (Plan) | $21,755 |
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 | $54,598 | $79,171-31.0% | $102,423-46.7% | $74,495-26.7% |
| Participation rate | 99.4% | 74.8%+24.6pp | 76.5%+22.9pp | 67.2%+32.2pp |
| Annual return | 18.49% | 54.93%-36.4pp | 29.32%-10.8pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $4,437 | $2,362+87.8% | $3,023+46.8% | $2,623+69.2% |
| Participant deferral / active EE | $9,985 | $4,415+126.2% | $5,053+97.6% | $4,346+129.8% |
| Admin fee / account holder | $153 | $2,001-92.3% | $9,451-98.4% | $1,942-92.1% |