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 | Claims processing; Sub-transfer agenc... | $19,730 |
LPL FINANCIAL3+ years Filed as: FINANCIAL ADVOCATES ADVISORY SERVIC Service code 27 · EIN 26-2456952 | Advisory (Plan) | $11,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,843 | $43,999-73.1% | $79,464-85.1% | $55,725-78.7% |
| Participation rate | 58.3% | 66.9%-8.6pp | 73.3%-15.0pp | 70.9%-12.6pp |
| Annual return | 10.80% | 1.81%+9.0pp | 718.14%-707.3pp | 244.93%-234.1pp |
| Employer contribution / active EE | $476 | $1,830-74.0% | $2,800-83.0% | $2,078-77.1% |
| Participant deferral / active EE | $1,150 | $2,538-54.7% | $3,704-68.9% | $3,356-65.7% |
| Admin fee / account holder | $139 | $118+18.3% | $5,113-97.3% | $115+20.8% |