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 | Direct payment from the plan; Other f... | $65,816 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $54,320-100.0% | $67,652-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.7%-75.7pp | 68.1%-68.1pp |
| Annual return | 0.74% | 6.81%-6.1pp | 6625.04%-6624.3pp | 4.54%-3.8pp |
| Employer contribution / active EE | $3,024 | $1,544+95.9% | $2,266+33.5% | $1,882+60.7% |
| Participant deferral / active EE | $5,273 | $2,950+78.7% | $3,560+48.1% | $3,022+74.5% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |