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 |
|---|---|---|
DESCHUTES INVESTMENT CONSULTING1+ years Filed as: DESCHUTES PORTFOLIO STRATEGIES INC. Service code 16 · EIN 27-5035231 | Consulting | $126,578 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $97,580 |
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 | $49,630 | $74,498-33.4% | $94,224-47.3% | $59,188-16.1% |
| Participation rate | 99.6% | 76.8%+22.8pp | 78.8%+20.9pp | 69.4%+30.2pp |
| Annual return | 0.39% | 2.76%-2.4pp | 10.68%-10.3pp | 5.51%-5.1pp |
| Employer contribution / active EE | $1,889 | $2,077-9.1% | $3,587-47.3% | $2,098-10.0% |
| Participant deferral / active EE | $2,989 | $3,433-12.9% | $4,320-30.8% | $3,265-8.5% |
| Admin fee / account holder | $82 | $103-20.5% | $6,269-98.7% | $92-11.2% |