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 | Sub-transfer agency fees; Claims proc... | $95,254 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $60,444 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,021 | $75,388-9.8% | $123,544-44.9% | $55,725+22.1% |
| Participation rate | 96.2% | 75.7%+20.6pp | 82.3%+13.9pp | 70.9%+25.4pp |
| Annual return | -1.76% | 4.48%-6.2pp | 119.20%-121.0pp | 244.93%-246.7pp |
| Employer contribution / active EE | $1,382 | $3,063-54.9% | $4,628-70.1% | $2,078-33.5% |
| Participant deferral / active EE | $6,806 | $5,651+20.5% | $6,426+5.9% | $3,356+102.8% |
| Admin fee / account holder | $387 | $120+223.5% | $9,284-95.8% | $115+236.4% |