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 GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $24,960 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,377 |
Service code 10 · EIN 45-3994255 | Accounting | $11,500 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,638 | $50,199+0.9% | $70,092-27.8% | $66,914-24.3% |
| Participation rate | 50.5% | 66.3%-15.9pp | 70.5%-20.0pp | 69.8%-19.3pp |
| Annual return | -17.43% | -13.85%-3.6pp | 190.73%-208.2pp | 1.58%-19.0pp |
| Employer contribution / active EE | $314 | $1,864-83.1% | $2,559-87.7% | $2,544-87.6% |
| Participant deferral / active EE | $1,781 | $3,112-42.8% | $3,849-53.7% | $4,237-58.0% |
| Admin fee / account holder | $493 | $600-17.8% | $6,267-92.1% | $593-16.9% |