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 |
|---|---|---|
PREISZ ASSOCIATES1 year Service code 27 4525 SW CONDOR AVE · PORTLAND, OR 97239 | Advisory (Plan) | $9,906 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,971 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $5,116 |
PENSION ASSURANCE LLP2 years Filed as: PENSION PLANNERS NORTHWEST Service code 49 1600 VALLEY RIVER DR STE 340 · EUGENE, OR 97401 | Other Services | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,878 | $42,548-15.7% | $74,550-51.9% | $56,287-36.3% |
| Participation rate | 39.0% | 60.5%-21.5pp | 69.1%-30.2pp | 69.9%-30.9pp |
| Annual return | -6.65% | 12.40%-19.0pp | 32.53%-39.2pp | -9.96%+3.3pp |
| Employer contribution / active EE | $310 | $855-63.7% | $1,961-84.2% | $2,111-85.3% |
| Participant deferral / active EE | $916 | $2,277-59.8% | $3,108-70.5% | $3,350-72.6% |
| Admin fee / account holder | $163 | $467-65.2% | $5,060-96.8% | $521-68.8% |