Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $228,246 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $149,107 |
PRESNELL GAGE, PLLC5 years Filed as: PRESNELL GAGE PLLC Service code 10 · EIN 20-1943775 | Accounting | $18,200 |
RELIANCE TRUST COMPANY2 years Service code 15 · EIN 58-1428634 | Recordkeeping | $7,164 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,200 | $48,669-15.3% | $93,654-56.0% | $199,768-79.4% |
| Participation rate | 94.6% | 63.7%+31.0pp | 68.7%+25.9pp | 72.0%+22.6pp |
| Annual return | 31.81% | 15.38%+16.4pp | 133.34%-101.5pp | 34.26%-2.5pp |
| Employer contribution / active EE | $1,166 | $1,137+2.5% | $2,421-51.9% | $3,037-61.6% |
| Participant deferral / active EE | $4,013 | $2,823+42.2% | $4,413-9.1% | $5,090-21.1% |
| Admin fee / account holder | $148 | $195-24.0% | $8,282-98.2% | $269-44.9% |