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 GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $33,293 |
MMA SECURITIES LLC5 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $13,554 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,472 | $76,050-73.1% | $96,544-78.8% | $71,457-71.4% |
| Participation rate | 93.1% | 74.4%+18.7pp | 76.0%+17.2pp | 67.9%+25.2pp |
| Annual return | 16.27% | 22.81%-6.5pp | 25.84%-9.6pp | 28.85%-12.6pp |
| Employer contribution / active EE | $964 | $2,244-57.0% | $2,965-67.5% | $2,588-62.7% |
| Participant deferral / active EE | $2,539 | $4,215-39.8% | $4,851-47.7% | $4,289-40.8% |
| Admin fee / account holder | $212 | $2,707-92.2% | $8,252-97.4% | $1,587-86.6% |