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 |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,246 |
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $22,568 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,583 | $61,156-63.1% | $185,823-87.8% | $79,386-71.6% |
| Participation rate | 96.1% | 66.6%+29.5pp | 81.7%+14.4pp | 70.7%+25.4pp |
| Annual return | 13.93% | 19.45%-5.5pp | 122.05%-108.1pp | 116.85%-102.9pp |
| Employer contribution / active EE | $637 | $2,321-72.5% | $5,167-87.7% | $2,427-73.8% |
| Participant deferral / active EE | $4,437 | $2,789+59.1% | $5,568-20.3% | $4,046+9.7% |
| Admin fee / account holder | $148 | $710-79.1% | $16,237-99.1% | $626-76.4% |