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 FINANCIAL8 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,693 |
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $22,166 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,776 | $61,272-67.7% | $149,673-86.8% | $71,457-72.3% |
| Participation rate | 96.6% | 62.5%+34.1pp | 78.8%+17.9pp | 67.9%+28.7pp |
| Annual return | 19.15% | 35.85%-16.7pp | 134.42%-115.3pp | 28.85%-9.7pp |
| Employer contribution / active EE | $1,281 | $2,378-46.1% | $4,818-73.4% | $2,588-50.5% |
| Participant deferral / active EE | $4,339 | $2,917+48.8% | $5,680-23.6% | $4,289+1.2% |
| Admin fee / account holder | $116 | $1,261-90.8% | $13,210-99.1% | $1,587-92.7% |