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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $23,459 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,988 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,246 | $49,915-19.4% | $154,803-74.0% | $74,304-45.8% |
| Participation rate | 71.8% | 54.0%+17.9pp | 78.1%-6.2pp | 60.3%+11.5pp |
| Annual return | 11.80% | 34.06%-22.3pp | 58.88%-47.1pp | 29.43%-17.6pp |
| Employer contribution / active EE | $1,644 | $1,611+2.1% | $4,305-61.8% | $2,241-26.6% |
| Participant deferral / active EE | $2,350 | $2,255+4.2% | $5,540-57.6% | $3,767-37.6% |
| Admin fee / account holder | $134 | $2,189-93.9% | $14,329-99.1% | $2,969-95.5% |