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 | Recordkeeping and information managem... | $27,495 |
LPL FINANCIAL3+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 27 · EIN 91-0850651 | Advisory (Plan) | $27,288 |
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 | $32,282 | $64,909-50.3% | $82,313-60.8% | $62,292-48.2% |
| Participation rate | 96.9% | 74.9%+22.1pp | 76.9%+20.0pp | 69.5%+27.4pp |
| Annual return | 17.81% | 21.18%-3.4pp | 25.88%-8.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $1,817 | $1,676+8.4% | $2,428-25.2% | $2,042-11.0% |
| Participant deferral / active EE | $3,032 | $3,103-2.3% | $3,706-18.2% | $3,169-4.3% |
| Admin fee / account holder | $182 | $440-58.5% | $5,608-96.7% | $479-62.0% |