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 | Custodial (other than securities); Cu... | $70,547 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,034 |
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 | $72,347 | $155,795-53.6% | $136,294-46.9% | $69,631+3.9% |
| Participation rate | 97.7% | 75.2%+22.4pp | 81.9%+15.8pp | 70.7%+27.0pp |
| Annual return | 17.14% | 232464.33%-232447.2pp | 5155.94%-5138.8pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $1,340 | $2,991-55.2% | $4,695-71.5% | $2,032-34.0% |
| Participant deferral / active EE | $6,559 | $5,394+21.6% | $6,247+5.0% | $3,224+103.5% |
| Admin fee / account holder | $286 | $128+123.3% | $9,243-96.9% | $110+159.3% |