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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.
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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) | $47,787 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $29,122 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,426 | $56,140+32.6% | $76,190-2.3% | $74,495-0.1% |
| Participation rate | 100.0% | 62.6%+37.4pp | 79.3%+20.7pp | 67.2%+32.8pp |
| Annual return | 10.68% | 13.87%-3.2pp | 13.78%-3.1pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $4,809 | $2,881+66.9% | $4,578+5.0% | $2,623+83.3% |
| Participant deferral / active EE | $7,138 | $3,154+126.3% | $5,474+30.4% | $4,346+64.2% |
| Admin fee / account holder | $333 | $776-57.1% | $5,123-93.5% | $1,942-82.9% |