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 | Recordkeeping and information managem... | $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 | $57,610-33.7% | $154,803-75.3% | $102,872-62.9% |
| Participation rate | 79.2% | 59.5%+19.8pp | 78.1%+1.2pp | 73.0%+6.2pp |
| Annual return | 5.75% | 30.49%-24.7pp | 58.88%-53.1pp | 19.06%-13.3pp |
| Employer contribution / active EE | $6,022 | $1,883+219.8% | $4,305+39.9% | $3,526+70.8% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,540-100.0% | $5,535-100.0% |
| Admin fee / account holder | $160 | $368-56.5% | $14,329-98.9% | $292-45.3% |