See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UMPQUA INVESTMENTS, INC.1 year Service code 55 | Other Commissions | $27,751 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 49 · EIN 71-0294708 1193 ROYVONNE AVE SE STE 22 · SALEM, OR 97302 | Other Services | $8,766 |
MORNINGSTAR4+ years Service code 27 | Advisory (Plan) | $3,762 |
UMPQUA INVESTMENTS, INC.2 years Filed as: UMPQUA INVESTMENTS Service code 55 · EIN 06-1375177 1 SW COLUMBIA ST STE 300 · PORTLAND, OR 97258 | Other Commissions | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUN Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $72,846 | $66,601+9.4% | $92,893-21.6% | $67,579+7.8% |
| Participation rate | 98.9% | 72.5%+26.4pp | 76.0%+22.9pp | 71.3%+27.6pp |
| Annual return | 32.77% | 92.58%-59.8pp | 109.41%-76.6pp | 378.56%-345.8pp |
| Employer contribution / active EE | $3,646 | $2,775+31.4% | $3,653-0.2% | $2,148+69.8% |
| Participant deferral / active EE | $7,098 | $3,157+124.9% | $4,236+67.6% | $3,539+100.6% |
| Admin fee / account holder | $159 | $199-20.0% | $5,794-97.3% | $142+11.9% |