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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $27,077 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,601 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 72 · EIN 13-5581829 | Other investment fees and expenses | $20 |
STANDARD RETIREMENT SERVICES5 years Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
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 | $22,147 | $65,061-66.0% | $143,757-84.6% | $66,914-66.9% |
| Participation rate | 83.6% | 65.2%+18.5pp | 80.3%+3.3pp | 69.8%+13.8pp |
| Annual return | -14.07% | -11.14%-2.9pp | -0.04%-14.0pp | 1.58%-15.7pp |
| Employer contribution / active EE | $814 | $2,361-65.5% | $4,951-83.6% | $2,544-68.0% |
| Participant deferral / active EE | $2,333 | $2,919-20.1% | $5,637-58.6% | $4,237-44.9% |
| Admin fee / account holder | $287 | $502-42.8% | $14,673-98.0% | $593-51.6% |