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 FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,565 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $16,731 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,366 | $93,182-27.7% | $146,665-54.1% | $79,386-15.1% |
| Participation rate | 75.5% | 76.4%-1.0pp | 80.1%-4.6pp | 70.7%+4.7pp |
| Annual return | 12.04% | 21.61%-9.6pp | 22.74%-10.7pp | 116.85%-104.8pp |
| Employer contribution / active EE | $1,331 | $2,420-45.0% | $4,136-67.8% | $2,427-45.2% |
| Participant deferral / active EE | $2,894 | $4,169-30.6% | $5,506-47.4% | $4,046-28.5% |
| Admin fee / account holder | $336 | $585-42.5% | $10,280-96.7% | $626-46.3% |