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: EMPOWER RETIREMENT Service code 13 · EIN 84-0467907 8525 E ORCHARD RD 373 · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $100,845 |
Service code 27 · EIN 93-0646988 888 SW 5TH AVE., 1200 · PORTLAND, OR 97204 | Advisory (Plan) | $77,583 |
BENESYS, INC.6+ years Service code 10 · EIN 38-2383171 5331 SW MACADAM AVE. 258 · PORTLAND, OR 97239 | Accounting | $35,675 |
BJORKLUND & MONTPLAISIR6+ years Service code 10 · EIN 93-1015766 9020 SW WASHINGTON SQ RD · PORTLAND, OR 97223 | Accounting | $16,000 |
BROWNSTEIN RASK LLP6+ years Service code 29 · EIN 93-0589000 1200 SW MAIN BUILDING · PORTLAND, OR 97205 | Legal | $5,188 |
J HERRLE6+ 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 MELLON5 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 | $48,839 | $88,770-45.0% | $109,143-55.3% | $93,030-47.5% |
| Participation rate | 99.7% | 81.5%+18.2pp | 75.9%+23.8pp | 73.9%+25.8pp |
| Annual return | 32.60% | 60.64%-28.0pp | 25.75%+6.9pp | 158.70%-126.1pp |
| Employer contribution / active EE | $0 | $3,780-100.0% | $3,722-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $4,293 | $3,630+18.3% | $4,653-7.7% | $4,562-5.9% |
| Admin fee / account holder | $209 | $172+21.4% | $6,752-96.9% | $152+37.9% |