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 | Custodial (other than securities); Cl... | $16,502 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,470 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 72 · EIN 13-5581829 | Other investment fees and expenses | $20 |
Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,580 | $47,977-82.1% | $154,107-94.4% | $56,287-84.8% |
| Participation rate | 84.9% | 66.2%+18.8pp | 83.0%+1.9pp | 69.9%+15.1pp |
| Annual return | 0.45% | 3.54%-3.1pp | 735.12%-734.7pp | -9.96%+10.4pp |
| Employer contribution / active EE | $454 | $2,169-79.1% | $5,298-91.4% | $2,111-78.5% |
| Participant deferral / active EE | $1,398 | $2,392-41.6% | $5,081-72.5% | $3,350-58.3% |
| Admin fee / account holder | $97 | $438-77.8% | $13,411-99.3% | $521-81.3% |