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 10-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 GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $39,192 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29,368 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,291 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,370 | $88,581-62.3% | $145,661-77.1% | $74,304-55.1% |
| Participation rate | 96.8% | 64.9%+31.9pp | 77.2%+19.6pp | 60.3%+36.5pp |
| Annual return | 24.12% | 34.30%-10.2pp | 101.46%-77.3pp | 29.43%-5.3pp |
| Employer contribution / active EE | $2,067 | $2,612-20.9% | $4,238-51.2% | $2,241-7.8% |
| Participant deferral / active EE | $3,933 | $4,151-5.3% | $7,198-45.4% | $3,767+4.4% |
| Admin fee / account holder | $255 | $2,953-91.4% | $12,466-98.0% | $2,969-91.4% |