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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $25,036 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,670 |
MARK ANDERSON, CPA5 years Service code 10 · EIN 46-1450425 | Accounting | $12,000 |
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.)
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 | $48,251 | $54,590-11.6% | $81,930-41.1% | $73,488-34.3% |
| Participation rate | 46.7% | 68.3%-21.6pp | 72.0%-25.2pp | 70.7%-23.9pp |
| Annual return | 14.36% | 17.74%-3.4pp | 29.49%-15.1pp | 28.51%-14.1pp |
| Employer contribution / active EE | $269 | $1,636-83.5% | $4,310-93.8% | $2,270-88.1% |
| Participant deferral / active EE | $1,643 | $2,759-40.4% | $7,107-76.9% | $3,740-56.1% |
| Admin fee / account holder | $375 | $592-36.6% | $5,158-92.7% | $513-26.8% |