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 6-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 GROUP1 year Service code 12 · EIN 93-1253576 1100 SOUTHWEST 6TH AVENUE · PORTLAND, OR 972041020 | Claims processing; Custodial (other t... | $53,201 |
HICKS PENSION SERVICES1 year Service code 13 · EIN 94-2158860 3459 W. SHAW AVENU · FRESNO, CA 93711 | Contract Administrator | $16,344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,861 | $62,581-49.1% | $124,672-74.4% | $86,799-63.3% |
| Participation rate | 67.7% | 56.9%+10.9pp | 74.6%-6.9pp | 72.3%-4.5pp |
| Annual return | 17.63% | 26.67%-9.0pp | 5142.93%-5125.3pp | 97.91%-80.3pp |
| Employer contribution / active EE | $1,257 | $1,604-21.6% | $3,324-62.2% | $2,405-47.7% |
| Participant deferral / active EE | $2,057 | $2,725-24.5% | $4,614-55.4% | $4,131-50.2% |
| Admin fee / account holder | $14 | $170-91.5% | $7,493-99.8% | $170-91.5% |