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: FERGUSON WELLMAN CAPITAL MANAGMENT Service code 26 · EIN 93-0646988 888 SW 5TH AVE. STE. 1200 · PORTLAND, OR 97204 | Advisory (Participants) | $15,356 |
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 | $71,982 | $58,879+22.3% | $178,490-59.7% | $73,488-2.1% |
| Participation rate | 95.3% | 66.2%+29.0pp | 81.9%+13.3pp | 70.7%+24.6pp |
| Annual return | 19.06% | 24.86%-5.8pp | 151.07%-132.0pp | 28.51%-9.4pp |
| Employer contribution / active EE | $1,582 | $2,236-29.3% | $5,011-68.4% | $2,270-30.3% |
| Participant deferral / active EE | $2,867 | $2,567+11.7% | $5,202-44.9% | $3,740-23.3% |
| Admin fee / account holder | $86 | $400-78.6% | $13,984-99.4% | $513-83.3% |