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 GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $33,729 |
MMA SECURITIES LLC4 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $13,139 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,699 | $65,435-73.0% | $86,677-79.6% | $66,914-73.6% |
| Participation rate | 89.7% | 75.5%+14.3pp | 76.6%+13.2pp | 69.8%+19.9pp |
| Annual return | -16.84% | -10.89%-6.0pp | 35.91%-52.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,045 | $2,153-51.5% | $2,836-63.2% | $2,544-58.9% |
| Participant deferral / active EE | $2,699 | $4,100-34.2% | $4,656-42.0% | $4,237-36.3% |
| Admin fee / account holder | $169 | $642-73.6% | $7,493-97.7% | $593-71.5% |