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 8-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 |
|---|---|---|
Filed as: DESCHUTES PORTFOLIO STRATEGY, LLC Service code 27 · EIN 27-5035231 | Advisory (Plan) | $18,566 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $6,170 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,434 | $68,719-9.1% | $91,541-31.8% | $84,808-26.4% |
| Participation rate | 70.7% | 64.5%+6.2pp | 69.8%+1.0pp | 68.3%+2.4pp |
| Annual return | 16.33% | 19.12%-2.8pp | 20.50%-4.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,800 | $1,920+45.8% | $2,505+11.8% | $2,631+6.4% |
| Participant deferral / active EE | $5,937 | $3,136+89.3% | $4,008+48.1% | $4,212+41.0% |
| Admin fee / account holder | $243 | $5,786-95.8% | $6,956-96.5% | $7,344-96.7% |