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+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 10 · EIN 91-0850651 | Accounting | $26,266 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $19,305 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,184 | $46,360+208.9% | $147,614-3.0% | $52,331+173.6% |
| Participation rate | 94.7% | 64.9%+29.8pp | 84.6%+10.1pp | 68.1%+26.6pp |
| Annual return | 1.04% | 1.62%-0.6pp | 61.98%-60.9pp | 4.54%-3.5pp |
| Employer contribution / active EE | $6,841 | $2,126+221.7% | $5,564+22.9% | $1,882+263.5% |
| Participant deferral / active EE | $5,345 | $2,258+136.8% | $4,895+9.2% | $3,022+76.9% |
| Admin fee / account holder | $287 | $766-62.6% | $11,611-97.5% | $592-51.5% |