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 7-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 |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $63,185 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $44,227 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,737 | $92,055+26.8% | $106,213+9.9% | $77,643+50.4% |
| Participation rate | 38.3% | 81.0%-42.7pp | 75.3%-36.9pp | 70.6%-32.2pp |
| Annual return | 15.40% | 17.91%-2.5pp | 116.14%-100.7pp | 31.24%-15.8pp |
| Employer contribution / active EE | $755 | $3,367-77.6% | $3,171-76.2% | $2,726-72.3% |
| Participant deferral / active EE | $2,977 | $5,386-44.7% | $5,016-40.6% | $4,647-35.9% |
| Admin fee / account holder | $466 | $219+112.8% | $11,033-95.8% | $430+8.3% |