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 |
|---|---|---|
Filed as: DESCHUTES PORTFOLIO STRATEGY, LLC Service code 16 · EIN 27-5035231 | Consulting | $146,559 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,341 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,872 | $84,000-20.4% | $119,609-44.1% | $77,904-14.2% |
| Participation rate | 95.5% | 77.8%+17.7pp | 79.3%+16.3pp | 73.7%+21.8pp |
| Annual return | -16.95% | -11.59%-5.4pp | -14.97%-2.0pp | 12.21%-29.2pp |
| Employer contribution / active EE | $1,920 | $2,907-33.9% | $4,232-54.6% | $2,848-32.6% |
| Participant deferral / active EE | $4,777 | $4,705+1.5% | $5,602-14.7% | $4,806-0.6% |
| Admin fee / account holder | $98 | $116-15.3% | $10,323-99.1% | $133-26.0% |