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 15 · EIN 01-0233346 | Recordkeeping | $68,835 |
Service code 27 811 SW SIXTH AVE · PORTLAND, OR 97204 | Advisory (Plan) | $60,850 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,422 | $65,908-28.0% | $81,812-42.0% | $77,643-38.9% |
| Participation rate | 96.1% | 65.8%+30.3pp | 72.3%+23.7pp | 70.6%+25.5pp |
| Annual return | 17.18% | 26.64%-9.5pp | 773.79%-756.6pp | 31.24%-14.1pp |
| Employer contribution / active EE | $1,247 | $2,370-47.4% | $2,912-57.2% | $2,726-54.2% |
| Participant deferral / active EE | $5,767 | $3,505+64.5% | $4,319+33.6% | $4,647+24.1% |
| Admin fee / account holder | $237 | $526-55.0% | $7,386-96.8% | $430-44.9% |