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 | Claims processing; Custodial (other t... | $34,486 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $29,898 |
RELIANCE TRUST COMPANY3 years Service code 10 · EIN 58-1428634 | Accounting | $5,986 |
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.
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 | $73,593 | $58,851+25.0% | $115,157-36.1% | $72,985+0.8% |
| Participation rate | 94.9% | 65.5%+29.4pp | 75.9%+19.0pp | 69.5%+25.4pp |
| Annual return | -1.25% | 23.16%-24.4pp | 35.60%-36.8pp | 81.00%-82.2pp |
| Employer contribution / active EE | $2,679 | $1,798+49.0% | $3,179-15.7% | $2,440+9.8% |
| Participant deferral / active EE | $4,697 | $2,643+77.7% | $4,168+12.7% | $3,607+30.2% |
| Admin fee / account holder | $581 | $6,370-90.9% | $7,088-91.8% | $5,124-88.7% |