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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $21,114 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $10,904 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,203 | $47,448-49.0% | $94,993-74.5% | $62,292-61.1% |
| Participation rate | 85.1% | 66.5%+18.6pp | 73.9%+11.3pp | 69.5%+15.6pp |
| Annual return | 15.56% | 22.64%-7.1pp | 27.12%-11.6pp | 28.90%-13.3pp |
| Employer contribution / active EE | $323 | $1,300-75.2% | $2,603-87.6% | $2,042-84.2% |
| Participant deferral / active EE | $2,145 | $2,375-9.7% | $3,317-35.3% | $3,169-32.3% |
| Admin fee / account holder | $146 | $434-66.5% | $4,960-97.1% | $479-69.6% |