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 |
|---|---|---|
TPG FINANCIAL ADVISORS, LLC3 years Filed as: TPG FINANCIAL ADVISORS LLC Service code 17 · EIN 20-5282002 | Pension Consulting | $28,004 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $15,937 |
PENSION PLAN SPECIALISTS, PC2 years Filed as: PENSION PLAN SPECIALISTS Service code 17 · EIN 26-1570786 | Pension Consulting | $4,065 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,210 | $29,548+53.0% | $56,411-19.9% | $77,643-41.8% |
| Participation rate | 21.4% | 32.7%-11.3pp | 52.5%-31.1pp | 70.6%-49.2pp |
| Annual return | 13.38% | 19.01%-5.6pp | 1701.33%-1688.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $203 | $568-64.2% | $1,039-80.5% | $2,726-92.6% |
| Participant deferral / active EE | $655 | $1,061-38.2% | $1,952-66.4% | $4,647-85.9% |
| Admin fee / account holder | $273 | $1,046-74.0% | $2,829-90.4% | $430-36.7% |