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 GROUP3 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Claims proc... | $27,187 |
LPL FINANCIAL3 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 | $47,826 | $52,953-9.7% | $172,739-72.3% | $65,185-26.6% |
| Participation rate | 81.8% | 66.2%+15.6pp | 82.6%-0.8pp | 70.2%+11.6pp |
| Annual return | 21.52% | 30.12%-8.6pp | 802.84%-781.3pp | 29.38%-7.9pp |
| Employer contribution / active EE | $3,858 | $2,190+76.2% | $5,143-25.0% | $2,177+77.2% |
| Participant deferral / active EE | $5,059 | $2,471+104.7% | $5,198-2.7% | $3,514+44.0% |
| Admin fee / account holder | $183 | $472-61.3% | $13,954-98.7% | $847-78.4% |