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 6-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 GROUP2 years Service code 12 · EIN 93-1253576 1100 SOUTHWEST 6TH AVENUE · PORTLAND, OR 972041020 | Recordkeeping and information managem... | $67,077 |
HICKS PENSION SERVICES2 years Service code 13 · EIN 94-2158860 3459 W. SHAW AVENU · FRESNO, CA 93711 | Contract Administrator | $4,582 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,385 | $62,603-45.1% | $104,294-67.0% | $66,914-48.6% |
| Participation rate | 71.6% | 59.6%+12.0pp | 73.3%-1.6pp | 69.8%+1.8pp |
| Annual return | -9.22% | -14.70%+5.5pp | 24.61%-33.8pp | 1.58%-10.8pp |
| Employer contribution / active EE | $1,897 | $1,972-3.8% | $3,372-43.7% | $2,544-25.4% |
| Participant deferral / active EE | $3,399 | $2,853+19.2% | $4,625-26.5% | $4,237-19.8% |
| Admin fee / account holder | $31 | $656-95.3% | $7,339-99.6% | $593-94.8% |