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 GROUP11+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $241,663 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $137,674 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $29,989 |
PRESNELL GAGE PLLC6 years Service code 10 · EIN 20-1943775 | Accounting | $21,250 |
RELIANCE TRUST COMPANY3 years Service code 15 · EIN 58-1428634 | Recordkeeping | $7,745 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,396 | $56,102-17.3% | $101,794-54.4% | $102,872-54.9% |
| Participation rate | 95.3% | 70.4%+25.0pp | 69.2%+26.1pp | 73.0%+22.3pp |
| Annual return | 22.49% | 14.06%+8.4pp | 30.53%-8.0pp | 19.06%+3.4pp |
| Employer contribution / active EE | $1,173 | $1,380-15.0% | $2,289-48.7% | $3,526-66.7% |
| Participant deferral / active EE | $4,282 | $2,801+52.8% | $4,084+4.8% | $5,535-22.6% |
| Admin fee / account holder | $147 | $262-44.1% | $8,777-98.3% | $292-49.8% |