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 FINANCIAL9 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $28,145 |
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $26,558 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,875 | $50,815-58.9% | $155,509-86.6% | $77,643-73.1% |
| Participation rate | 96.9% | 63.1%+33.7pp | 78.2%+18.7pp | 70.6%+26.3pp |
| Annual return | 13.56% | 34.80%-21.2pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,445 | $1,993-27.5% | $4,672-69.1% | $2,726-47.0% |
| Participant deferral / active EE | $4,300 | $2,822+52.4% | $5,626-23.6% | $4,647-7.5% |
| Admin fee / account holder | $115 | $437-73.7% | $15,912-99.3% | $430-73.4% |