See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $29,432 |
TPG FINANCIAL ADVISORS, LLC8+ years Service code 27 · EIN 20-5282002 | Advisory (Plan) | $15,730 |
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 | $47,272 | $65,061-27.3% | $143,757-67.1% | $66,914-29.4% |
| Participation rate | 39.2% | 65.2%-26.0pp | 80.3%-41.1pp | 69.8%-30.6pp |
| Annual return | -15.52% | -11.14%-4.4pp | -0.04%-15.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,519 | $2,361-35.7% | $4,951-69.3% | $2,544-40.3% |
| Participant deferral / active EE | $2,562 | $2,919-12.2% | $5,637-54.6% | $4,237-39.5% |
| Admin fee / account holder | $191 | $502-62.0% | $14,673-98.7% | $593-67.9% |