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 | Claims processing; Custodial (other t... | $26,330 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,390 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 72 · EIN 13-5581829 | Other investment fees and expenses | $20 |
STANDARD RETIREMENT SERVICES2 years Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
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 | $15,513 | $52,953-70.7% | $172,739-91.0% | $65,185-76.2% |
| Participation rate | 84.0% | 66.2%+17.8pp | 82.6%+1.4pp | 70.2%+13.8pp |
| Annual return | 18.46% | 30.12%-11.7pp | 802.84%-784.4pp | 29.38%-10.9pp |
| Employer contribution / active EE | $466 | $2,190-78.7% | $5,143-90.9% | $2,177-78.6% |
| Participant deferral / active EE | $1,498 | $2,471-39.4% | $5,198-71.2% | $3,514-57.4% |
| Admin fee / account holder | $193 | $472-59.1% | $13,954-98.6% | $847-77.2% |