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... | $23,226 |
LPL FINANCIAL4+ years Filed as: FINANCIAL ADVOCATES ADVISORY SERVIC Service code 27 · EIN 26-2456952 | Advisory (Plan) | $10,355 |
PETERSON SULLIVAN LLP1 year Filed as: PETERSON SULLIVAN, LLP Service code 10 · EIN 91-0605875 | Accounting | $5,127 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,966 | $54,237-76.1% | $90,281-85.6% | $67,579-80.8% |
| Participation rate | 59.6% | 68.6%-9.0pp | 73.3%-13.6pp | 71.3%-11.6pp |
| Annual return | 6.62% | 37.27%-30.7pp | 78.10%-71.5pp | 378.56%-371.9pp |
| Employer contribution / active EE | $566 | $1,846-69.3% | $2,854-80.2% | $2,148-73.7% |
| Participant deferral / active EE | $1,656 | $2,625-36.9% | $3,885-57.4% | $3,539-53.2% |
| Admin fee / account holder | $163 | $123+31.8% | $5,351-97.0% | $142+14.3% |