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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Distrib... | $82,831 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,442 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,341 | $80,177-8.5% | $123,892-40.8% | $57,658+27.2% |
| Participation rate | 90.8% | 74.4%+16.4pp | 81.4%+9.4pp | 70.2%+20.6pp |
| Annual return | 7.29% | 17.90%-10.6pp | 47.52%-40.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,837 | $2,913-36.9% | $4,617-60.2% | $1,974-6.9% |
| Participant deferral / active EE | $5,354 | $5,130+4.4% | $5,984-10.5% | $3,061+74.9% |
| Admin fee / account holder | $324 | $106+204.7% | $8,357-96.1% | $95+242.7% |