See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 26 · EIN 04-3046611 | Advisory (Participants) | $31,742 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $23,724 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,903 | $80,724-9.7% | $103,333-29.4% | $74,495-2.1% |
| Participation rate | 82.2% | 65.7%+16.5pp | 74.5%+7.7pp | 67.2%+15.0pp |
| Annual return | 12.67% | 27.56%-14.9pp | 24.88%-12.2pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $5,275 | $3,157+67.1% | $3,868+36.4% | $2,623+101.1% |
| Participant deferral / active EE | $5,928 | $3,860+53.6% | $5,057+17.2% | $4,346+36.4% |
| Admin fee / account holder | $217 | $2,368-90.8% | $8,355-97.4% | $1,942-88.8% |