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 |
|---|---|---|
LPL FINANCIAL2+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 10 · EIN 91-0850651 | Accounting | $20,855 |
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $19,497 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,418 | $46,732+228.3% | $156,549-2.0% | $55,167+178.1% |
| Participation rate | 94.8% | 65.8%+29.0pp | 84.0%+10.8pp | 69.0%+25.8pp |
| Annual return | 7.82% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $6,596 | $2,105+213.4% | $5,501+19.9% | $1,963+236.1% |
| Participant deferral / active EE | $5,264 | $2,204+138.8% | $4,871+8.1% | $3,054+72.3% |
| Admin fee / account holder | $236 | $418-43.5% | $13,027-98.2% | $504-53.1% |