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 |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $77,248 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $44,086 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,829 | $88,324-30.0% | $115,037-46.3% | $55,191+12.0% |
| Participation rate | 89.7% | 72.5%+17.2pp | 81.4%+8.4pp | 69.2%+20.6pp |
| Annual return | -0.22% | 6.30%-6.5pp | 26.14%-26.4pp | 10.78%-11.0pp |
| Employer contribution / active EE | $1,725 | $2,805-38.5% | $4,608-62.6% | $1,899-9.1% |
| Participant deferral / active EE | $5,047 | $5,042+0.1% | $6,026-16.3% | $3,046+65.7% |
| Admin fee / account holder | $279 | $105+164.6% | $8,175-96.6% | $91+207.2% |