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 GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $28,224 |
LPL FINANCIAL4 years Filed as: KMS FINANCIAL SERVICES, INC. Service code 27 · EIN 91-0850651 | Advisory (Plan) | $20,014 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,599 | $58,879-7.3% | $178,490-69.4% | $73,488-25.7% |
| Participation rate | 82.2% | 66.2%+15.9pp | 81.9%+0.2pp | 70.7%+11.5pp |
| Annual return | 14.59% | 24.86%-10.3pp | 151.07%-136.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $4,592 | $2,236+105.3% | $5,011-8.4% | $2,270+102.3% |
| Participant deferral / active EE | $6,215 | $2,567+142.1% | $5,202+19.5% | $3,740+66.2% |
| Admin fee / account holder | $191 | $400-52.4% | $13,984-98.6% | $513-62.9% |