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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $29,922 |
LPL FINANCIAL2 years Filed as: KMS FINANCIAL SERVICES, INC. Service code 27 · EIN 91-0850651 | Advisory (Plan) | $20,000 |
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 | $41,798 | $47,977-12.9% | $154,107-72.9% | $56,287-25.7% |
| Participation rate | 79.1% | 66.2%+13.0pp | 83.0%-3.9pp | 69.9%+9.3pp |
| Annual return | -4.59% | 3.54%-8.1pp | 735.12%-739.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $3,694 | $2,169+70.3% | $5,298-30.3% | $2,111+75.0% |
| Participant deferral / active EE | $4,931 | $2,392+106.2% | $5,081-2.9% | $3,350+47.2% |
| Admin fee / account holder | $194 | $438-55.8% | $13,411-98.6% | $521-62.8% |