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 4-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 |
|---|---|---|
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $72,580 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $71,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,341 | $44,897-19.1% | $84,966-57.2% | $199,593-81.8% |
| Participation rate | 58.2% | 45.7%+12.5pp | 67.5%-9.3pp | 72.0%-13.8pp |
| Annual return | 13.42% | 20.96%-7.5pp | 66.38%-53.0pp | 34.25%-20.8pp |
| Employer contribution / active EE | $1,553 | $1,365+13.7% | $2,727-43.1% | $3,034-48.8% |
| Participant deferral / active EE | $2,803 | $2,668+5.1% | $4,519-38.0% | $5,087-44.9% |
| Admin fee / account holder | $72 | $584-87.7% | $6,149-98.8% | $269-73.2% |