See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $96,017 |
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253756 | Other fees; Direct payment from the p... | $92,009 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $11,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,100 | $60,545+118.2% | $92,233+43.2% | $69,631+89.7% |
| Participation rate | 60.6% | 72.2%-11.6pp | 76.5%-15.9pp | 70.7%-10.1pp |
| Annual return | 17.00% | 19.71%-2.7pp | 176.28%-159.3pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $1,945 | $2,633-26.1% | $3,679-47.1% | $2,032-4.3% |
| Participant deferral / active EE | $3,622 | $2,828+28.1% | $3,897-7.1% | $3,224+12.3% |
| Admin fee / account holder | $424 | $145+192.9% | $5,194-91.8% | $110+283.9% |