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 GROUP4 years Service code 12 · EIN 93-1253576 1100 SOUTHWEST 6TH AVENUE · PORTLAND, OR 972041020 | Claims processing; Recordkeeping and ... | $72,261 |
HICKS PENSION SERVICES4 years Service code 13 · EIN 94-2158860 3459 W. SHAW AVENU · FRESNO, CA 93711 | Contract Administrator | $4,042 |
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 | $44,142 | $62,327-29.2% | $120,354-63.3% | $74,495-40.7% |
| Participation rate | 61.9% | 56.8%+5.1pp | 71.9%-10.0pp | 67.2%-5.3pp |
| Annual return | 11.60% | 18.61%-7.0pp | 107.15%-95.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,545 | $1,843-16.2% | $3,463-55.4% | $2,623-41.1% |
| Participant deferral / active EE | $3,265 | $2,893+12.9% | $4,991-34.6% | $4,346-24.9% |
| Admin fee / account holder | $17 | $2,396-99.3% | $9,423-99.8% | $1,942-99.1% |