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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,855 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $13,037 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,913 | $50,898+2.0% | $171,082-69.7% | $55,167-5.9% |
| Participation rate | 78.3% | 63.3%+15.0pp | 76.7%+1.6pp | 69.0%+9.3pp |
| Annual return | 13.64% | 15.34%-1.7pp | 32.56%-18.9pp | 169.23%-155.6pp |
| Employer contribution / active EE | $2,891 | $1,433+101.7% | $4,002-27.8% | $1,963+47.3% |
| Participant deferral / active EE | $5,822 | $2,994+94.4% | $4,797+21.4% | $3,054+90.6% |
| Admin fee / account holder | $157 | $500-68.5% | $8,520-98.2% | $504-68.8% |