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 FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,863 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $16,762 |
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 | $51,038 | $82,978-38.5% | $129,995-60.7% | $71,457-28.6% |
| Participation rate | 80.7% | 74.1%+6.7pp | 78.5%+2.2pp | 67.9%+12.8pp |
| Annual return | 15.07% | 20.60%-5.5pp | -137.18%+152.2pp | 28.85%-13.8pp |
| Employer contribution / active EE | $1,322 | $2,622-49.6% | $4,320-69.4% | $2,588-48.9% |
| Participant deferral / active EE | $3,478 | $4,432-21.5% | $5,820-40.2% | $4,289-18.9% |
| Admin fee / account holder | $254 | $1,729-85.3% | $10,614-97.6% | $1,587-84.0% |