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 10-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 |
|---|---|---|
GEFFENMESHER5 years Service code 10 888 SW 5TH AVE, STE 800 · PORTLAND, OR 97204 | Accounting | $22,000 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,506 |
HUMAN INTEREST ADVISOR LLC5 years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $7,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,531 | $81,625-85.9% | $167,512-93.1% | $74,304-84.5% |
| Participation rate | 46.4% | 60.0%-13.6pp | 77.1%-30.7pp | 60.3%-14.0pp |
| Annual return | 15.43% | 26.09%-10.7pp | 1615.79%-1600.4pp | 29.43%-14.0pp |
| Employer contribution / active EE | $636 | $2,010-68.4% | $3,882-83.6% | $2,241-71.6% |
| Participant deferral / active EE | $1,393 | $4,115-66.2% | $6,405-78.3% | $3,767-63.0% |
| Admin fee / account holder | $300 | $3,474-91.4% | $9,769-96.9% | $2,969-89.9% |