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 GROUP9 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $134,578 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISOR Service code 19 · EIN 20-4553256 | Securities Custodian | $64,154 |
LPL FINANCIAL9 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,285 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $15,670 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,215 | $49,468-22.7% | $150,298-74.6% | $103,975-63.2% |
| Participation rate | 79.2% | 58.1%+21.1pp | 77.8%+1.5pp | 72.5%+6.7pp |
| Annual return | 5.75% | 38.98%-33.2pp | 62.79%-57.0pp | 19.41%-13.7pp |
| Employer contribution / active EE | $6,022 | $1,670+260.7% | $4,154+45.0% | $3,722+61.8% |
| Participant deferral / active EE | $0 | $2,650-100.0% | $5,453-100.0% | $5,343-100.0% |
| Admin fee / account holder | $160 | $385-58.4% | $14,116-98.9% | $332-51.9% |