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 (securities); Claims proces... | $31,032 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,094 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,645 | $42,901-37.9% | $91,220-70.8% | $64,808-58.9% |
| Participation rate | 70.5% | 68.1%+2.3pp | 73.2%-2.7pp | 71.5%-1.0pp |
| Annual return | -13.13% | -13.53%+0.4pp | 114.01%-127.1pp | 32.82%-46.0pp |
| Employer contribution / active EE | $668 | $1,571-57.5% | $2,850-76.6% | $2,506-73.3% |
| Participant deferral / active EE | $3,604 | $3,501+2.9% | $4,234-14.9% | $4,310-16.4% |
| Admin fee / account holder | $135 | $131+3.1% | $5,420-97.5% | $188-28.0% |