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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $40,068 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,476 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,045 | $84,487-69.2% | $125,339-79.2% | $66,914-61.1% |
| Participation rate | 86.5% | 76.4%+10.1pp | 82.4%+4.1pp | 69.8%+16.7pp |
| Annual return | -16.75% | -8.39%-8.4pp | 572.05%-588.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,721 | $3,553-23.4% | $4,814-43.5% | $2,544+6.9% |
| Participant deferral / active EE | $6,693 | $6,781-1.3% | $7,446-10.1% | $4,237+58.0% |
| Admin fee / account holder | $278 | $685-59.5% | $10,010-97.2% | $593-53.2% |