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 FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,677 |
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $24,760 |
Service code 10 · EIN 45-3994255 | Accounting | $8,500 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,604 | $59,584-8.4% | $86,874-37.1% | $79,386-31.2% |
| Participation rate | 50.5% | 67.7%-17.2pp | 71.6%-21.2pp | 70.7%-20.3pp |
| Annual return | 14.93% | 23.15%-8.2pp | 63.52%-48.6pp | 116.85%-101.9pp |
| Employer contribution / active EE | $370 | $1,768-79.1% | $2,495-85.2% | $2,427-84.7% |
| Participant deferral / active EE | $2,222 | $3,036-26.8% | $3,699-39.9% | $4,046-45.1% |
| Admin fee / account holder | $441 | $604-27.0% | $5,828-92.4% | $626-29.6% |