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 9-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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $31,156 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,476 |
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 | $19,868 | $46,173-57.0% | $170,442-88.3% | $69,631-71.5% |
| Participation rate | 95.1% | 63.9%+31.2pp | 83.6%+11.5pp | 70.7%+24.4pp |
| Annual return | 18.53% | 21.62%-3.1pp | 205.93%-187.4pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $1,168 | $1,610-27.5% | $5,433-78.5% | $2,032-42.5% |
| Participant deferral / active EE | $2,458 | $2,080+18.1% | $4,939-50.2% | $3,224-23.8% |
| Admin fee / account holder | $48 | $116-58.4% | $13,880-99.7% | $110-56.3% |