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 |
|---|---|---|
SELLWOOD CONSULTING LLC2 years Service code 16 6650 SW REDWOOD LANE · PORTLAND, OR 97224 | Consulting | $83,674 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $60,648 |
CLARK NUBER8+ years Filed as: CLARK NUBER PS Service code 10 10900 NE 4TH STREET · BELLEVUE, WA 98004 | Accounting | $21,100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $205,337 | $47,722+330.3% | $82,719+148.2% | $64,808+216.8% |
| Participation rate | 96.9% | 67.6%+29.2pp | 72.6%+24.3pp | 71.5%+25.4pp |
| Annual return | -18.15% | -13.05%-5.1pp | 701.18%-719.3pp | 32.82%-51.0pp |
| Employer contribution / active EE | $15,014 | $2,179+589.0% | $3,009+399.0% | $2,506+499.2% |
| Participant deferral / active EE | $13,531 | $3,329+306.4% | $4,395+207.9% | $4,310+213.9% |
| Admin fee / account holder | $149 | $143+4.4% | $5,329-97.2% | $188-20.6% |