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 10-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 GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $25,481 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,002 |
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 | $14,503 | $47,977-69.8% | $154,107-90.6% | $56,287-74.2% |
| Participation rate | 96.1% | 66.2%+29.9pp | 83.0%+13.0pp | 69.9%+26.2pp |
| Annual return | -5.43% | 3.54%-9.0pp | 735.12%-740.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,290 | $2,169-40.5% | $5,298-75.7% | $2,111-38.9% |
| Participant deferral / active EE | $3,731 | $2,392+56.0% | $5,081-26.6% | $3,350+11.4% |
| Admin fee / account holder | $170 | $438-61.3% | $13,411-98.7% | $521-67.4% |