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 GROUP3 years Service code 12 · EIN 93-1253576 1100 SOUTHWEST 6TH AVENUE · PORTLAND, OR 972041020 | Recordkeeping and information managem... | $64,257 |
HICKS PENSION SERVICES3 years Service code 13 · EIN 94-2158860 3459 W. SHAW AVENU · FRESNO, CA 93711 | Contract Administrator | $3,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,722 | $57,651-31.1% | $112,229-64.6% | $71,457-44.4% |
| Participation rate | 61.6% | 58.9%+2.7pp | 72.4%-10.8pp | 67.9%-6.3pp |
| Annual return | 14.87% | 18.32%-3.4pp | 30.20%-15.3pp | 28.85%-14.0pp |
| Employer contribution / active EE | $1,432 | $1,913-25.1% | $3,430-58.2% | $2,588-44.6% |
| Participant deferral / active EE | $2,848 | $2,863-0.5% | $4,798-40.6% | $4,289-33.6% |
| Admin fee / account holder | $36 | $1,581-97.7% | $7,748-99.5% | $1,587-97.7% |