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 GROUP7+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $34,837 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,762 |
M3 ADVISORY GROUP6 years Filed as: M3 ADVISORY GROUP LLC Service code 27 · EIN 11-3769499 | Advisory (Plan) | $10,762 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,724 | $91,407-60.9% | $135,903-73.7% | $71,457-50.0% |
| Participation rate | 84.7% | 75.7%+9.0pp | 81.9%+2.8pp | 67.9%+16.8pp |
| Annual return | 24.98% | 29.90%-4.9pp | 68.23%-43.3pp | 28.85%-3.9pp |
| Employer contribution / active EE | $2,769 | $3,703-25.2% | $4,856-43.0% | $2,588+7.0% |
| Participant deferral / active EE | $7,125 | $7,092+0.5% | $7,758-8.2% | $4,289+66.1% |
| Admin fee / account holder | $250 | $1,266-80.2% | $10,762-97.7% | $1,587-84.2% |