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 |
|---|---|---|
Filed as: ADVISORY SERVICES & INVESTMENTS LLC Service code 17 · EIN 93-1238515 15 SW COLORADO · BEND, OR 97702 | Pension Consulting | $28,313 |
MOSS ADAMS LLP6 years Service code 10 · EIN 91-0189318 | Accounting | $20,475 |
Filed as: JOHN HANCOCK Service code 10 · EIN 01-0233346 | Accounting | $18,331 |
Filed as: NORTHWEST RETIREMENT PLANS INC Service code 10 · EIN 93-0839718 3235 HILLCREST PARK DR STE 100 · MEDFORD, OR 97504 | Accounting | $7,825 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,273 | $68,547-10.6% | $120,354-49.1% | $80,856-24.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 9.93% | 23.60%-13.7pp | 107.15%-97.2pp | 35.59%-25.7pp |
| Employer contribution / active EE | $10,714 | $2,051+422.3% | $3,463+209.4% | $2,755+288.9% |
| Participant deferral / active EE | $7,204 | $3,173+127.0% | $4,991+44.3% | $4,296+67.7% |
| Admin fee / account holder | $513 | $5,732-91.1% | $9,423-94.6% | $6,918-92.6% |