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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $26,162 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,924 |
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 | $42,642 | $46,072-7.4% | $70,014-39.1% | $55,167-22.7% |
| Participation rate | 82.5% | 67.5%+15.0pp | 71.8%+10.7pp | 69.0%+13.5pp |
| Annual return | 8.18% | 8.68%-0.5pp | 12.99%-4.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $912 | $1,500-39.2% | $2,338-61.0% | $1,963-53.6% |
| Participant deferral / active EE | $2,231 | $2,344-4.8% | $2,931-23.9% | $3,054-26.9% |
| Admin fee / account holder | $93 | $428-78.1% | $4,380-97.9% | $504-81.5% |