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 |
|---|---|---|
STAN CORP FINANCIAL GROUP3+ years Filed as: STAN CORP Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $23,737 |
LPL FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INVEST MANAGE Service code 70 · EIN 27-0435466 | Consulting Fees | $9,491 |
STANDARD RETIREMENT SERVICES3+ years Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,980 | $73,102-64.5% | $123,544-79.0% | $56,287-53.8% |
| Participation rate | 54.9% | 74.3%-19.4pp | 82.3%-27.4pp | 69.9%-15.0pp |
| Annual return | 2.30% | 3.01%-0.7pp | 119.20%-116.9pp | -9.96%+12.3pp |
| Employer contribution / active EE | $2,246 | $2,977-24.6% | $4,628-51.5% | $2,111+6.4% |
| Participant deferral / active EE | $4,885 | $5,423-9.9% | $6,426-24.0% | $3,350+45.8% |
| Admin fee / account holder | $344 | $554-37.9% | $9,284-96.3% | $521-34.0% |