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 | Direct payment from the plan; Custodi... | $20,121 |
LPL FINANCIAL1+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 27 · EIN 91-0850651 | Advisory (Plan) | $17,141 |
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 | $28,163 | $54,320-48.2% | $67,652-58.4% | $52,331-46.2% |
| Participation rate | 96.4% | 73.6%+22.8pp | 75.7%+20.7pp | 68.1%+28.3pp |
| Annual return | 3.75% | 6.81%-3.1pp | 6625.04%-6621.3pp | 4.54%-0.8pp |
| Employer contribution / active EE | $1,931 | $1,544+25.1% | $2,266-14.8% | $1,882+2.6% |
| Participant deferral / active EE | $2,919 | $2,950-1.0% | $3,560-18.0% | $3,022-3.4% |
| Admin fee / account holder | $154 | $527-70.8% | $4,821-96.8% | $592-74.0% |