See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $40,623 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,087 |
M3 ADVISORY GROUP8 years Filed as: M3 ADVISORY GROUP LLC Service code 27 · EIN 11-3769499 | Advisory (Plan) | $21,087 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,154 |
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 | $48,722 | $119,446-59.2% | $150,045-67.5% | $85,563-43.1% |
| Participation rate | 84.9% | 75.4%+9.5pp | 82.3%+2.6pp | 66.0%+18.9pp |
| Annual return | 28.16% | 23.72%+4.4pp | 62.55%-34.4pp | 31.51%-3.4pp |
| Employer contribution / active EE | $2,829 | $4,078-30.6% | $4,693-39.7% | $2,654+6.6% |
| Participant deferral / active EE | $7,546 | $7,985-5.5% | $7,997-5.6% | $4,375+72.5% |
| Admin fee / account holder | $248 | $548-54.7% | $13,435-98.2% | $834-70.3% |