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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $20,977 |
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $19,855 |
STANCORP FINANCIAL GROUP1 year Service code 19 | Securities Custodian | $3,702 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,808 | $59,186-44.6% | $76,768-57.3% | $56,287-41.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -8.56% | 6.62%-15.2pp | 2.43%-11.0pp | -9.96%+1.4pp |
| Employer contribution / active EE | $1,550 | $1,759-11.9% | $2,485-37.6% | $2,111-26.6% |
| Participant deferral / active EE | $3,367 | $3,255+3.5% | $3,852-12.6% | $3,350+0.5% |
| Admin fee / account holder | $322 | $489-34.3% | $6,675-95.2% | $521-38.3% |