See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 1320 HARBOR BAY PKWY · ALAMEDA, CA 94502 | Consulting (pension); Copying and dup... | $6,810 |
STANCORP FINANCIAL GROUP1 year Service code 12 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Claims processing; Consulting (genera... | $2,185 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 13 601 MILWAUKEE RD · CLINTON, WI 53525 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,900 | $80,724+208.3% | $103,333+140.9% | $74,495+234.1% |
| Participation rate | 98.2% | 65.7%+32.5pp | 74.5%+23.7pp | 67.2%+31.0pp |
| Annual return | 12.46% | 27.56%-15.1pp | 24.88%-12.4pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $9,085 | $3,157+187.7% | $3,868+134.9% | $2,623+246.3% |
| Participant deferral / active EE | $8,834 | $3,860+128.8% | $5,057+74.7% | $4,346+103.3% |
| Admin fee / account holder | $62 | $2,368-97.4% | $8,355-99.3% | $1,942-96.8% |