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 GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $25,101 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,627 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,710 | $45,825-54.8% | $90,645-77.2% | $56,287-63.2% |
| Participation rate | 89.1% | 66.7%+22.4pp | 74.0%+15.1pp | 69.9%+19.3pp |
| Annual return | -4.74% | 38.64%-43.4pp | 1.88%-6.6pp | -9.96%+5.2pp |
| Employer contribution / active EE | $343 | $1,372-75.0% | $2,532-86.4% | $2,111-83.7% |
| Participant deferral / active EE | $2,656 | $2,562+3.7% | $3,425-22.4% | $3,350-20.7% |
| Admin fee / account holder | $161 | $413-61.1% | $4,994-96.8% | $521-69.2% |