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 10-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 | Custodial (other than securities); Re... | $21,278 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $6,516 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,969 | $65,376-81.7% | $87,100-86.3% | $65,185-81.6% |
| Participation rate | 93.3% | 75.3%+18.0pp | 76.9%+16.5pp | 70.2%+23.1pp |
| Annual return | 22.28% | 31.27%-9.0pp | 28.19%-5.9pp | 29.38%-7.1pp |
| Employer contribution / active EE | $844 | $1,822-53.7% | $2,521-66.5% | $2,177-61.2% |
| Participant deferral / active EE | $2,157 | $3,388-36.3% | $4,049-46.7% | $3,514-38.6% |
| Admin fee / account holder | $136 | $520-73.8% | $7,497-98.2% | $847-83.9% |