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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $18,440 |
TPG FINANCIAL ADVISORS, LLC2+ years Service code 27 · EIN 20-5282002 | Advisory (Plan) | $9,386 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,047 | $46,732-37.8% | $156,549-81.4% | $55,167-47.3% |
| Participation rate | 21.2% | 65.8%-44.6pp | 84.0%-62.8pp | 69.0%-47.8pp |
| Annual return | 7.01% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $531 | $2,105-74.8% | $5,501-90.3% | $1,963-72.9% |
| Participant deferral / active EE | $746 | $2,204-66.2% | $4,871-84.7% | $3,054-75.6% |
| Admin fee / account holder | $110 | $418-73.8% | $13,027-99.2% | $504-78.3% |