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 FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,487 |
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $25,686 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,149 | $50,385-18.3% | $75,670-45.6% | $62,292-33.9% |
| Participation rate | 47.8% | 67.7%-20.0pp | 72.3%-24.6pp | 69.5%-21.8pp |
| Annual return | 17.55% | 19.90%-2.3pp | 27.34%-9.8pp | 28.90%-11.3pp |
| Employer contribution / active EE | $269 | $1,537-82.5% | $2,352-88.6% | $2,042-86.8% |
| Participant deferral / active EE | $1,457 | $2,445-40.4% | $3,142-53.6% | $3,169-54.0% |
| Admin fee / account holder | $264 | $384-31.2% | $5,800-95.4% | $479-44.9% |