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 | Distribution (12b-1) fees; Custodial ... | $26,179 |
LPL FINANCIAL2+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 27 · EIN 91-0850651 | Advisory (Plan) | $23,165 |
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 | $29,558 | $60,165-50.9% | $74,183-60.2% | $55,167-46.4% |
| Participation rate | 94.8% | 74.2%+20.7pp | 76.6%+18.2pp | 69.0%+25.8pp |
| Annual return | 6.56% | 10.00%-3.4pp | 17.74%-11.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,728 | $1,600+8.0% | $2,370-27.1% | $1,963-12.0% |
| Participant deferral / active EE | $2,659 | $2,973-10.5% | $3,550-25.1% | $3,054-12.9% |
| Admin fee / account holder | $185 | $419-55.9% | $5,586-96.7% | $504-63.3% |