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 26 · EIN 91-1802259 1125 NW COUCH STREET · PORTLAND, OR 97204 | Advisory (Participants) | $93,273 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,302 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,671 | $66,124+211.0% | $90,404+127.5% | $73,488+179.9% |
| Participation rate | 96.5% | 69.7%+26.9pp | 72.7%+23.8pp | 70.7%+25.8pp |
| Annual return | 13.76% | 17.65%-3.9pp | 1293.02%-1279.3pp | 28.51%-14.8pp |
| Employer contribution / active EE | $9,138 | $2,346+289.4% | $3,262+180.1% | $2,270+302.5% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |