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 | $147,741 |
Service code 27 · EIN 93-0646988 888 SW 5TH AVE., 1200 · PORTLAND, OR 97204 | Advisory (Plan) | $99,687 |
BENESYS, INC.9+ years Service code 10 · EIN 38-2383171 5331 SW MACADAM AVE. 258 · PORTLAND, OR 97239 | Accounting | $39,530 |
PLATFORM CPAS LLP1 year Service code 10 · EIN 88-4342576 6650 SW REDWOOD LN210 · PORTLAND, OR 97224 | Accounting | $17,200 |
BROWNSTEIN RASK LLP9+ years Service code 29 · EIN 93-0589000 1200 SW MAIN BUILDING · PORTLAND, OR 97205 | Legal | $7,081 |
J HERRLE9+ 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 MELLON8 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 | $55,284 | $241,101-77.1% | $103,333-46.5% | $199,593-72.3% |
| Participation rate | 99.6% | 78.3%+21.3pp | 74.5%+25.1pp | 72.0%+27.6pp |
| Annual return | 18.57% | 17.80%+0.8pp | 24.88%-6.3pp | 34.25%-15.7pp |
| Employer contribution / active EE | $0 | $4,244-100.0% | $3,868-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $6,068 | $3,958+53.3% | $5,057+20.0% | $5,087+19.3% |
| Admin fee / account holder | $225 | $288-21.7% | $8,355-97.3% | $269-16.2% |