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 |
|---|---|---|
Service code 55 1125 NW COUCH STE · PORTLAND, OR 97209 | Other Commissions | $33,380 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N.A. Service code 37 · EIN 94-1347393 | Loan Processing | $750 |
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $258 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,531 | $43,550+82.6% | $63,517+25.2% | $52,331+52.0% |
| Participation rate | 95.8% | 65.7%+30.1pp | 71.0%+24.7pp | 68.1%+27.7pp |
| Annual return | 0.15% | 2.03%-1.9pp | -70.30%+70.4pp | 4.54%-4.4pp |
| Employer contribution / active EE | $2,209 | $1,351+63.5% | $2,322-4.9% | $1,882+17.4% |
| Participant deferral / active EE | $6,596 | $2,254+192.7% | $2,953+123.3% | $3,022+118.3% |
| Admin fee / account holder | $5 | $387-98.8% | $5,892-99.9% | $592-99.2% |