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 GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $24,757 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,370 |
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 | $23,435 | $58,879-60.2% | $178,490-86.9% | $73,488-68.1% |
| Participation rate | 97.9% | 66.2%+31.7pp | 81.9%+16.0pp | 70.7%+27.3pp |
| Annual return | 18.31% | 24.86%-6.5pp | 151.07%-132.8pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,371 | $2,236-38.7% | $5,011-72.6% | $2,270-39.6% |
| Participant deferral / active EE | $4,509 | $2,567+75.6% | $5,202-13.3% | $3,740+20.6% |
| Admin fee / account holder | $157 | $400-60.7% | $13,984-98.9% | $513-69.4% |