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 GROUP5 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $27,267 |
TPG FINANCIAL ADVISORS, LLC5 years Service code 27 · EIN 20-5282002 | Advisory (Plan) | $19,349 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,292 | $77,660-22.4% | $109,143-44.8% | $79,386-24.1% |
| Participation rate | 23.8% | 67.8%-44.0pp | 75.9%-52.1pp | 70.7%-46.9pp |
| Annual return | 14.26% | 23.44%-9.2pp | 25.75%-11.5pp | 116.85%-102.6pp |
| Employer contribution / active EE | $907 | $2,797-67.6% | $3,722-75.6% | $2,427-62.6% |
| Participant deferral / active EE | $1,772 | $3,518-49.6% | $4,653-61.9% | $4,046-56.2% |
| Admin fee / account holder | $706 | $732-3.5% | $6,752-89.5% | $626+12.7% |