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 |
|---|---|---|
STAN CORP FINANCIAL GROUP5+ years Filed as: STAN CORP Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $37,486 |
LPL FINANCIAL3 years Filed as: FINANCIAL ADVOCATES INVEST MANAGE Service code 27 · EIN 27-0435466 | Advisory (Plan) | $18,433 |
STANDARD RETIREMENT SERVICES5+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,758 | $99,957-58.2% | $149,696-72.1% | $73,488-43.2% |
| Participation rate | 61.8% | 75.7%-13.9pp | 82.5%-20.7pp | 70.7%-8.9pp |
| Annual return | 25.60% | 53.87%-28.3pp | 276.60%-251.0pp | 28.51%-2.9pp |
| Employer contribution / active EE | $2,751 | $3,191-13.8% | $4,644-40.8% | $2,270+21.2% |
| Participant deferral / active EE | $6,650 | $6,073+9.5% | $6,842-2.8% | $3,740+77.8% |
| Admin fee / account holder | $340 | $551-38.2% | $9,309-96.3% | $513-33.7% |