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 |
|---|---|---|
Service code 28 · EIN 93-0646988 888 SW 5TH AVE., 1200 · PORTLAND, OR 97204 | Investment Management | $67,159 |
BENESYS, INC.3+ years Service code 13 · EIN 38-2383171 5331 SW MACADAM AVE. 258 · PORTLAND, OR 97239 | Contract Administrator | $39,949 |
BJORKLUND & MONTPLAISIR3+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $15,600 |
BROWNSTEIN RASK LLP3+ years Service code 29 · EIN 93-0589000 1200 SW MAIN BUILDING · PORTLAND, OR 97205 | Legal | $7,500 |
Filed as: EMPOWER RETIREMENT Service code 15 · EIN 84-0467907 8525 E ORCHARD RD 373 · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
J HERRLE3+ years Filed as: JH HERRLE & ASSOC. INSURANCE CO. Service code 22 · EIN 93-0692196 1800 SW 1ST AVE. STE 280 · PORTLAND, OR 97201 | Insurance Broker | $0 |
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 13-5160382 500 GRANT ST,STE 151-0625 · PITTSBURGH, PA 15258 | Securities Custodian | $0 |
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 | $59,035 | $56,443+4.6% | $83,848-29.6% | $55,725+5.9% |
| Participation rate | 97.4% | 72.0%+25.4pp | 76.1%+21.3pp | 70.9%+26.5pp |
| Annual return | 7.55% | 393.67%-386.1pp | 850.88%-843.3pp | 244.93%-237.4pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $3,631-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,241 | $2,965+9.3% | $4,082-20.6% | $3,356-3.4% |
| Admin fee / account holder | $203 | $156+30.2% | $5,478-96.3% | $115+76.6% |