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 Service code 27 · EIN 04-3046611 | Advisory (Plan) | $44,551 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $41,768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,713 | $50,820+19.5% | $155,567-61.0% | $77,671-21.8% |
| Participation rate | 59.4% | 63.1%-3.7pp | 78.2%-18.8pp | 70.6%-11.2pp |
| Annual return | 14.59% | 34.85%-20.3pp | 64.74%-50.2pp | 31.21%-16.6pp |
| Employer contribution / active EE | $1,808 | $1,993-9.3% | $4,674-61.3% | $2,726-33.7% |
| Participant deferral / active EE | $3,897 | $2,823+38.0% | $5,628-30.8% | $4,648-16.2% |
| Admin fee / account holder | $89 | $436-79.6% | $15,916-99.4% | $430-79.3% |