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 GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $20,808 |
TPG FINANCIAL ADVISORS, LLC4 years Service code 27 · EIN 20-5282002 | Advisory (Plan) | $14,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,203 | $69,362-16.1% | $101,248-42.5% | $73,488-20.8% |
| Participation rate | 38.3% | 68.4%-30.1pp | 75.8%-37.5pp | 70.7%-32.4pp |
| Annual return | 14.49% | 18.46%-4.0pp | 46.47%-32.0pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,189 | $2,628-54.8% | $3,660-67.5% | $2,270-47.6% |
| Participant deferral / active EE | $2,379 | $3,300-27.9% | $4,370-45.6% | $3,740-36.4% |
| Admin fee / account holder | $570 | $704-19.0% | $5,945-90.4% | $513+11.0% |