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 GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $75,181 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $33,235 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $6,443 |
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 | $28,811 | $52,293-44.9% | $178,490-83.9% | $73,409-60.8% |
| Participation rate | 97.1% | 65.3%+31.8pp | 81.9%+15.2pp | 72.2%+25.0pp |
| Annual return | 15.29% | 34.75%-19.5pp | 151.07%-135.8pp | 59.29%-44.0pp |
| Employer contribution / active EE | $853 | $1,735-50.8% | $5,011-83.0% | $2,234-61.8% |
| Participant deferral / active EE | $3,023 | $2,332+29.6% | $5,202-41.9% | $3,805-20.6% |
| Admin fee / account holder | $101 | $127-20.9% | $13,984-99.3% | $158-36.2% |