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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $24,952 |
TPG FINANCIAL ADVISORS, LLC6+ years Service code 27 · EIN 20-5282002 | Advisory (Plan) | $12,972 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,001 | $58,879-15.1% | $178,490-72.0% | $73,488-32.0% |
| Participation rate | 35.6% | 66.2%-30.6pp | 81.9%-46.3pp | 70.7%-35.1pp |
| Annual return | 16.82% | 24.86%-8.0pp | 151.07%-134.3pp | 28.51%-11.7pp |
| Employer contribution / active EE | $1,402 | $2,236-37.3% | $5,011-72.0% | $2,270-38.2% |
| Participant deferral / active EE | $2,053 | $2,567-20.0% | $5,202-60.5% | $3,740-45.1% |
| Admin fee / account holder | $147 | $400-63.2% | $13,984-98.9% | $513-71.3% |