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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $21,401 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,261 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 72 · EIN 13-5581829 | Other investment fees and expenses | $20 |
STANDARD RETIREMENT SERVICES3 years Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,017 | $58,879-72.8% | $178,490-91.0% | $73,488-78.2% |
| Participation rate | 87.6% | 66.2%+21.4pp | 81.9%+5.7pp | 70.7%+16.9pp |
| Annual return | 12.90% | 24.86%-12.0pp | 151.07%-138.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $607 | $2,236-72.9% | $5,011-87.9% | $2,270-73.3% |
| Participant deferral / active EE | $1,635 | $2,567-36.3% | $5,202-68.6% | $3,740-56.3% |
| Admin fee / account holder | $167 | $400-58.3% | $13,984-98.8% | $513-67.4% |