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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $20,766 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,492 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,774 | $88,083-44.6% | $164,813-70.4% | $74,495-34.5% |
| Participation rate | 83.5% | 73.0%+10.4pp | 78.6%+4.9pp | 67.2%+16.3pp |
| Annual return | 10.12% | 17.26%-7.1pp | 69.93%-59.8pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,187 | $2,593-54.2% | $4,341-72.7% | $2,623-54.7% |
| Participant deferral / active EE | $3,647 | $4,498-18.9% | $6,031-39.5% | $4,346-16.1% |
| Admin fee / account holder | $281 | $2,234-87.4% | $12,690-97.8% | $1,942-85.5% |