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 Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $47,023 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $28,446 |
RELIANCE TRUST COMPANY2 years Service code 10 · EIN 58-1428634 | Accounting | $702 |
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 | $81,399 | $65,557+24.2% | $105,738-23.0% | $56,287+44.6% |
| Participation rate | 97.0% | 63.4%+33.6pp | 76.3%+20.7pp | 69.9%+27.2pp |
| Annual return | 12.44% | -1.32%+13.8pp | 6.27%+6.2pp | -9.96%+22.4pp |
| Employer contribution / active EE | $2,569 | $1,788+43.6% | $3,268-21.4% | $2,111+21.7% |
| Participant deferral / active EE | $4,314 | $2,418+78.4% | $4,080+5.7% | $3,350+28.8% |
| Admin fee / account holder | $731 | $561+30.2% | $6,913-89.4% | $521+40.4% |