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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $38,633 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,238 | $42,548+95.6% | $74,550+11.7% | $56,287+47.9% |
| Participation rate | 26.4% | 60.5%-34.1pp | 69.1%-42.7pp | 69.9%-43.5pp |
| Annual return | -4.05% | 12.40%-16.5pp | 32.53%-36.6pp | -9.96%+5.9pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,486 | $2,277-34.7% | $3,108-52.2% | $3,350-55.6% |
| Admin fee / account holder | $224 | $467-52.1% | $5,060-95.6% | $521-57.1% |