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) | $39,992 |
STANCORP FINANCIAL GROUP2 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $21,422 |
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 | $45,748 | $65,061-29.7% | $143,757-68.2% | $66,914-31.6% |
| Participation rate | 98.7% | 65.2%+33.5pp | 80.3%+18.3pp | 69.8%+28.9pp |
| Annual return | -14.70% | -11.14%-3.6pp | -0.04%-14.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,747 | $2,361+16.4% | $4,951-44.5% | $2,544+8.0% |
| Participant deferral / active EE | $4,273 | $2,919+46.4% | $5,637-24.2% | $4,237+0.9% |
| Admin fee / account holder | $194 | $502-61.4% | $14,673-98.7% | $593-67.3% |