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 FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $109,259 |
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253756 | Custodial (securities); Claims proces... | $107,980 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $11,834 |
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 | $129,871 | $56,443+130.1% | $83,848+54.9% | $55,725+133.1% |
| Participation rate | 47.6% | 72.0%-24.4pp | 76.1%-28.5pp | 70.9%-23.2pp |
| Annual return | -4.07% | 393.67%-397.7pp | 850.88%-854.9pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,599 | $2,682-40.4% | $3,631-56.0% | $2,078-23.1% |
| Participant deferral / active EE | $3,101 | $2,965+4.6% | $4,082-24.0% | $3,356-7.6% |
| Admin fee / account holder | $520 | $156+233.0% | $5,478-90.5% | $115+351.7% |