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) | $15,264 |
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 | $52,532 | $61,272-14.3% | $149,673-64.9% | $71,457-26.5% |
| Participation rate | 90.9% | 62.5%+28.4pp | 78.8%+12.1pp | 67.9%+23.0pp |
| Annual return | 18.92% | 35.85%-16.9pp | 134.42%-115.5pp | 28.85%-9.9pp |
| Employer contribution / active EE | $2,030 | $2,378-14.6% | $4,818-57.9% | $2,588-21.5% |
| Participant deferral / active EE | $4,114 | $2,917+41.0% | $5,680-27.6% | $4,289-4.1% |
| Admin fee / account holder | $62 | $1,261-95.0% | $13,210-99.5% | $1,587-96.1% |