See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,761 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $21,760 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,297 | $129,021-72.6% | $184,203-80.8% | $77,643-54.5% |
| Participation rate | 93.0% | 87.3%+5.7pp | 86.8%+6.2pp | 70.6%+22.4pp |
| Annual return | 25.49% | 33.27%-7.8pp | 28.81%-3.3pp | 31.24%-5.7pp |
| Employer contribution / active EE | $3,837 | $4,413-13.0% | $6,427-40.3% | $2,726+40.8% |
| Participant deferral / active EE | $7,796 | $7,297+6.8% | $9,131-14.6% | $4,647+67.8% |
| Admin fee / account holder | $198 | $254-22.0% | $13,901-98.6% | $430-54.0% |