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 6-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 |
|---|---|---|
Filed as: ASSET PLANNING AND PROTECTION, LLC Service code 27 · EIN 46-3906738 | Advisory (Plan) | $25,276 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $23,635 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,455 | $31,741-32.4% | $56,411-62.0% | $199,593-89.3% |
| Participation rate | 9.0% | 32.3%-23.3pp | 52.5%-43.4pp | 72.0%-62.9pp |
| Annual return | 21.11% | 14.72%+6.4pp | 1701.33%-1680.2pp | 34.25%-13.1pp |
| Employer contribution / active EE | $286 | $508-43.6% | $1,039-72.4% | $3,034-90.6% |
| Participant deferral / active EE | $620 | $1,184-47.6% | $1,952-68.2% | $5,087-87.8% |
| Admin fee / account holder | $162 | $426-62.0% | $2,829-94.3% | $269-39.8% |