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 FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $183,523 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $62,553 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,354 | $140,800-50.7% | $89,340-22.4% | $79,634-12.9% |
| Participation rate | 90.7% | 61.9%+28.8pp | 69.6%+21.1pp | 62.5%+28.2pp |
| Annual return | 15.60% | 17.84%-2.2pp | 20.57%-5.0pp | 36.46%-20.9pp |
| Employer contribution / active EE | $1,051 | $2,021-48.0% | $2,231-52.9% | $2,529-58.4% |
| Participant deferral / active EE | $5,493 | $3,219+70.7% | $3,823+43.7% | $3,835+43.2% |
| Admin fee / account holder | $234 | $1,610-85.5% | $6,704-96.5% | $1,002-76.7% |