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 GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $36,613 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $40,449 | $54,320-25.5% | $67,652-40.2% | $52,331-22.7% |
| Participation rate | 85.2% | 73.6%+11.6pp | 75.7%+9.6pp | 68.1%+17.1pp |
| Annual return | 2.42% | 6.81%-4.4pp | 6625.04%-6622.6pp | 4.54%-2.1pp |
| Employer contribution / active EE | $1,687 | $1,544+9.3% | $2,266-25.5% | $1,882-10.4% |
| Participant deferral / active EE | $3,118 | $2,950+5.7% | $3,560-12.4% | $3,022+3.2% |
| Admin fee / account holder | $207 | $527-60.7% | $4,821-95.7% | $592-65.0% |