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); Cl... | $88,863 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $39,414 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,799 | $106,028-18.1% | $146,958-40.9% | $77,643+11.8% |
| Participation rate | 97.4% | 78.4%+19.0pp | 82.2%+15.2pp | 70.6%+26.8pp |
| Annual return | 14.23% | 56.73%-42.5pp | 418.34%-404.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $3,244 | $4,063-20.1% | $4,933-34.2% | $2,726+19.0% |
| Participant deferral / active EE | $9,748 | $7,990+22.0% | $8,070+20.8% | $4,647+109.7% |
| Admin fee / account holder | $100 | $337-70.3% | $12,998-99.2% | $430-76.7% |