Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $37,666 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $22,469 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,789 | $79,184-29.5% | $102,438-45.5% | $74,546-25.2% |
| Participation rate | 96.5% | 74.8%+21.7pp | 76.5%+20.0pp | 67.2%+29.2pp |
| Annual return | 13.48% | 54.95%-41.5pp | 29.37%-15.9pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $1,585 | $2,362-32.9% | $3,024-47.6% | $2,624-39.6% |
| Participant deferral / active EE | $5,753 | $4,414+30.3% | $5,054+13.8% | $4,347+32.3% |
| Admin fee / account holder | $177 | $2,001-91.1% | $9,448-98.1% | $1,944-90.9% |