See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $32,040 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $28,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,809 | $65,241+19.3% | $126,539-38.5% | $85,563-9.1% |
| Participation rate | 35.4% | 48.6%-13.3pp | 69.8%-34.5pp | 66.0%-30.6pp |
| Annual return | 18.97% | 42.19%-23.2pp | 425.95%-407.0pp | 31.51%-12.5pp |
| Employer contribution / active EE | $966 | $1,937-50.1% | $3,674-73.7% | $2,654-63.6% |
| Participant deferral / active EE | $2,200 | $3,032-27.4% | $4,083-46.1% | $4,375-49.7% |
| Admin fee / account holder | $476 | $1,031-53.9% | $6,065-92.2% | $834-43.0% |