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 9-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... | $18,090 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $3,755 |
M3 ADVISORY GROUP1 year Filed as: M3 ADVISORY GROUP LLC Service code 27 · EIN 11-3769499 | Advisory (Plan) | $3,755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,652 | $73,102-78.6% | $123,544-87.3% | $56,287-72.2% |
| Participation rate | 64.6% | 74.3%-9.7pp | 82.3%-17.7pp | 69.9%-5.2pp |
| Annual return | 4.18% | 3.01%+1.2pp | 119.20%-115.0pp | -9.96%+14.1pp |
| Employer contribution / active EE | $1,707 | $2,977-42.7% | $4,628-63.1% | $2,111-19.1% |
| Participant deferral / active EE | $4,414 | $5,423-18.6% | $6,426-31.3% | $3,350+31.8% |
| Admin fee / account holder | $158 | $554-71.5% | $9,284-98.3% | $521-69.7% |