See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $29,147 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $13,006 |
Filed as: ADMINISTRATIVE GROUP, LLC DBA TAG R Service code 15 · EIN 42-1484983 | Recordkeeping | $12,419 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $4,639 |
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.)
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 | $35,596 | $101,317-64.9% | $146,958-75.8% | $74,495-52.2% |
| Participation rate | 62.9% | 75.5%-12.7pp | 82.2%-19.3pp | 67.2%-4.3pp |
| Annual return | 16.80% | 8730.91%-8714.1pp | 418.34%-401.5pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $3,395 | $3,810-10.9% | $4,933-31.2% | $2,623+29.5% |
| Participant deferral / active EE | $7,651 | $7,303+4.8% | $8,070-5.2% | $4,346+76.0% |
| Admin fee / account holder | $305 | $1,739-82.4% | $12,998-97.7% | $1,942-84.3% |