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 10-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 GROUP6+ years Service code 12 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Claims processing; Recordkeeping and ... | $35,958 |
PENSION ASSURANCE LLP2 years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 1600 VALLEY RIVER DRIVE, STE 340 · EUGENE, OH 97401 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,670 | $61,156-49.8% | $185,823-83.5% | $79,386-61.4% |
| Participation rate | 82.8% | 66.6%+16.1pp | 81.7%+1.1pp | 70.7%+12.1pp |
| Annual return | 11.12% | 19.45%-8.3pp | 122.05%-110.9pp | 116.85%-105.7pp |
| Employer contribution / active EE | $1,954 | $2,321-15.8% | $5,167-62.2% | $2,427-19.5% |
| Participant deferral / active EE | $1,882 | $2,789-32.5% | $5,568-66.2% | $4,046-53.5% |
| Admin fee / account holder | $266 | $710-62.5% | $16,237-98.4% | $626-57.5% |