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 GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $65,410 |
UBS FINANCIAL SERVICES INC3 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,216 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,514 | $89,588-51.4% | $136,007-68.0% | $77,643-44.0% |
| Participation rate | 90.8% | 74.3%+16.5pp | 76.5%+14.3pp | 70.6%+20.2pp |
| Annual return | 15.10% | 17.42%-2.3pp | 579.32%-564.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $1,902 | $3,491-45.5% | $4,217-54.9% | $2,726-30.2% |
| Participant deferral / active EE | $3,745 | $5,591-33.0% | $7,025-46.7% | $4,647-19.4% |
| Admin fee / account holder | $186 | $539-65.5% | $6,858-97.3% | $430-56.8% |