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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $27,238 |
LPL FINANCIAL1 year Filed as: LPL HOLDINGS, INC. Service code 10 · EIN 04-3046611 | Accounting | $4,417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,221 | $36,767-31.4% | $81,478-69.0% | $62,292-59.5% |
| Participation rate | 44.0% | 54.4%-10.4pp | 68.0%-23.9pp | 69.5%-25.5pp |
| Annual return | 17.39% | 173.80%-156.4pp | 38.78%-21.4pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,057 | $1,128-6.3% | $2,568-58.8% | $2,042-48.2% |
| Participant deferral / active EE | $1,356 | $2,111-35.7% | $3,537-61.7% | $3,169-57.2% |
| Admin fee / account holder | $68 | $797-91.4% | $4,561-98.5% | $479-85.7% |