See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $154,471 |
Filed as: DESCHUTES PORTFOLIO STRATEGY, LLC Service code 16 · EIN 88-2724399 | Consulting | $149,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,363 | $84,993-7.8% | $129,995-39.7% | $80,160-2.2% |
| Participation rate | 94.1% | 79.5%+14.6pp | 78.5%+15.6pp | 72.9%+21.2pp |
| Annual return | 18.18% | 23.76%-5.6pp | -137.18%+155.4pp | 40.38%-22.2pp |
| Employer contribution / active EE | $1,905 | $3,051-37.6% | $4,320-55.9% | $2,978-36.0% |
| Participant deferral / active EE | $4,682 | $4,984-6.1% | $5,820-19.6% | $5,017-6.7% |
| Admin fee / account holder | $115 | $391-70.6% | $10,614-98.9% | $145-20.7% |