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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $20,662 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,732 |
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 | $54,057 | $50,385+7.3% | $75,670-28.6% | $62,292-13.2% |
| Participation rate | 82.5% | 67.7%+14.8pp | 72.3%+10.2pp | 69.5%+13.0pp |
| Annual return | 16.76% | 19.90%-3.1pp | 27.34%-10.6pp | 28.90%-12.1pp |
| Employer contribution / active EE | $958 | $1,537-37.7% | $2,352-59.3% | $2,042-53.1% |
| Participant deferral / active EE | $2,534 | $2,445+3.6% | $3,142-19.3% | $3,169-20.0% |
| Admin fee / account holder | $120 | $384-68.7% | $5,800-97.9% | $479-74.9% |