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 |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $19,814 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,373 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,635 | $86,655-41.6% | $119,609-57.7% | $66,914-24.3% |
| Participation rate | 74.8% | 75.6%-0.8pp | 79.3%-4.5pp | 69.8%+5.0pp |
| Annual return | -14.92% | -8.00%-6.9pp | -14.97%0pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,237 | $2,536-51.2% | $4,232-70.8% | $2,544-51.4% |
| Participant deferral / active EE | $2,971 | $4,358-31.8% | $5,602-47.0% | $4,237-29.9% |
| Admin fee / account holder | $329 | $755-56.4% | $10,323-96.8% | $593-44.5% |