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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $29,717 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,087 |
MARK ANDERSON, CPA3 years Service code 10 · EIN 46-1376748 | Accounting | $7,500 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $32,690 | $43,504-24.9% | $68,793-52.5% | $56,287-41.9% |
| Participation rate | 49.1% | 67.8%-18.8pp | 72.2%-23.2pp | 69.9%-20.8pp |
| Annual return | -5.22% | -3.15%-2.1pp | -4.63%-0.6pp | -9.96%+4.7pp |
| Employer contribution / active EE | $276 | $1,525-81.9% | $2,625-89.5% | $2,111-86.9% |
| Participant deferral / active EE | $1,504 | $2,509-40.1% | $3,311-54.6% | $3,350-55.1% |
| Admin fee / account holder | $306 | $515-40.6% | $5,131-94.0% | $521-41.3% |