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 | Custodial (other than securities); Cu... | $35,391 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $27,295 |
LPL FINANCIAL1 year Filed as: CLEARPOINT FINANCIAL Service code 27 · EIN 27-3971851 | Advisory (Plan) | $17,586 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,025 | $155,795-52.5% | $136,294-45.7% | $69,631+6.3% |
| Participation rate | 86.5% | 75.2%+11.3pp | 81.9%+4.6pp | 70.7%+15.8pp |
| Annual return | 16.16% | 232464.33%-232448.2pp | 5155.94%-5139.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,294 | $2,991-56.7% | $4,695-72.4% | $2,032-36.3% |
| Participant deferral / active EE | $5,261 | $5,394-2.5% | $6,247-15.8% | $3,224+63.2% |
| Admin fee / account holder | $223 | $128+73.7% | $9,243-97.6% | $110+101.7% |