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 9-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 |
|---|---|---|
DEFINITI LLC2 years Service code 10 · EIN 85-0833363 | Accounting | $21,521 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,759 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $5,063 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,098 | $61,272-77.0% | $149,673-90.6% | $71,457-80.3% |
| Participation rate | 83.9% | 62.5%+21.4pp | 78.8%+5.1pp | 67.9%+15.9pp |
| Annual return | 15.15% | 35.85%-20.7pp | 134.42%-119.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $1,326 | $2,378-44.3% | $4,818-72.5% | $2,588-48.8% |
| Participant deferral / active EE | $1,392 | $2,917-52.3% | $5,680-75.5% | $4,289-67.5% |
| Admin fee / account holder | $293 | $1,261-76.8% | $13,210-97.8% | $1,587-81.6% |