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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $17,127 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $14,309 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,357 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,398 | $58,726-27.8% | $92,233-54.0% | $62,292-31.9% |
| Participation rate | 98.8% | 68.3%+30.4pp | 76.5%+22.3pp | 69.5%+29.3pp |
| Annual return | 16.16% | 43.62%-27.5pp | 176.28%-160.1pp | 28.90%-12.7pp |
| Employer contribution / active EE | $4,477 | $2,392+87.2% | $3,679+21.7% | $2,042+119.2% |
| Participant deferral / active EE | $4,700 | $2,766+70.0% | $3,897+20.6% | $3,169+48.3% |
| Admin fee / account holder | $172 | $556-69.1% | $5,194-96.7% | $479-64.1% |