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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $85,355 |
LPL FINANCIAL1+ years Filed as: FINANCIAL ADVOCATES INV MGMT LLC Service code 10 · EIN 27-0435466 | Accounting | $7,583 |
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 | $69,287 | $75,183-7.8% | $123,892-44.1% | $55,167+25.6% |
| Participation rate | 88.8% | 72.8%+16.0pp | 81.4%+7.4pp | 69.0%+19.9pp |
| Annual return | 8.35% | 19.01%-10.7pp | 47.52%-39.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,529 | $2,823-45.8% | $4,617-66.9% | $1,963-22.1% |
| Participant deferral / active EE | $5,626 | $5,084+10.6% | $5,984-6.0% | $3,054+84.2% |
| Admin fee / account holder | $250 | $663-62.3% | $8,357-97.0% | $504-50.4% |