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 GROUP9 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $551,523 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $133,409 |
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 | $165,123 | $122,186+35.1% | $146,958+12.4% | $199,593-17.3% |
| Participation rate | 98.8% | 78.3%+20.5pp | 82.2%+16.6pp | 72.0%+26.8pp |
| Annual return | 15.91% | 30.56%-14.6pp | 418.34%-402.4pp | 34.25%-18.3pp |
| Employer contribution / active EE | $4,490 | $4,093+9.7% | $4,933-9.0% | $3,034+48.0% |
| Participant deferral / active EE | $11,997 | $8,502+41.1% | $8,070+48.7% | $5,087+135.8% |
| Admin fee / account holder | $46 | $179-74.2% | $12,998-99.6% | $269-82.9% |