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 |
|---|---|---|
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $76,830 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $68,297 |
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 | $172,441 | $106,028+62.6% | $146,958+17.3% | $77,643+122.1% |
| Participation rate | 84.2% | 78.4%+5.8pp | 82.2%+2.1pp | 70.6%+13.6pp |
| Annual return | 15.09% | 56.73%-41.6pp | 418.34%-403.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $3,690 | $4,063-9.2% | $4,933-25.2% | $2,726+35.4% |
| Participant deferral / active EE | $9,139 | $7,990+14.4% | $8,070+13.3% | $4,647+96.7% |
| Admin fee / account holder | $361 | $337+6.8% | $12,998-97.2% | $430-16.2% |