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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $31,441 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $10,669 |
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).
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 | $15,367 | $73,638-79.1% | $95,952-84.0% | $73,488-79.1% |
| Participation rate | 96.6% | 76.2%+20.5pp | 77.1%+19.5pp | 70.7%+25.9pp |
| Annual return | 12.04% | 16.78%-4.7pp | 91.61%-79.6pp | 28.51%-16.5pp |
| Employer contribution / active EE | $984 | $1,863-47.2% | $2,541-61.3% | $2,270-56.7% |
| Participant deferral / active EE | $2,683 | $3,617-25.8% | $4,167-35.6% | $3,740-28.2% |
| Admin fee / account holder | $191 | $482-60.3% | $6,795-97.2% | $513-62.7% |