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 GROUP2 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $22,386 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,707 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $5,293 |
STANCORP FINANCIAL GROUP2 years Service code 19 | Securities Custodian | $3,826 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,259 | $72,492-33.4% | $87,100-44.6% | $72,985-33.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.19% | 24.46%-0.3pp | 28.19%-4.0pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,628 | $1,894-14.0% | $2,521-35.4% | $2,440-33.3% |
| Participant deferral / active EE | $3,702 | $3,270+13.2% | $4,049-8.6% | $3,607+2.6% |
| Admin fee / account holder | $421 | $5,055-91.7% | $7,497-94.4% | $5,124-91.8% |