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 | Direct payment from the plan; Recordk... | $31,866 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $13,863 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $13,637 |
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 | $79,698 | $64,324+23.9% | $118,925-33.0% | $79,858-0.2% |
| Participation rate | 94.5% | 64.9%+29.6pp | 75.4%+19.1pp | 69.6%+24.9pp |
| Annual return | 11.35% | 86.45%-75.1pp | 35.88%-24.5pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,873 | $1,836+56.5% | $3,263-11.9% | $2,471+16.3% |
| Participant deferral / active EE | $4,999 | $2,824+77.0% | $4,265+17.2% | $3,740+33.7% |
| Admin fee / account holder | $540 | $4,040-86.6% | $6,581-91.8% | $5,306-89.8% |