See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $78,314 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $54,369 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,120 | $102,204-52.9% | $145,661-67.0% | $85,563-43.8% |
| Participation rate | 93.8% | 70.6%+23.2pp | 77.2%+16.6pp | 66.0%+27.8pp |
| Annual return | 17.79% | 16.68%+1.1pp | 101.46%-83.7pp | 31.51%-13.7pp |
| Employer contribution / active EE | $1,852 | $3,600-48.6% | $4,238-56.3% | $2,654-30.2% |
| Participant deferral / active EE | $3,708 | $5,729-35.3% | $7,198-48.5% | $4,375-15.3% |
| Admin fee / account holder | $187 | $647-71.1% | $12,466-98.5% | $834-77.6% |