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 |
|---|---|---|
FERGUSON WELLMAN CAPITAL MANAGEMENT10+ years Service code 27 · EIN 93-0646988 | Advisory (Plan) | $116,541 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,081 |
BENESYS, INC.10+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $42,060 |
PLATFORM CPAS LLP2 years Service code 10 · EIN 88-4342576 | Accounting | $10,120 |
BROWNSTEIN RASK LLP10+ years Service code 29 1 SW COLUMBIA STE 900 · PORTLAND, OR 97204 | Legal | $7,556 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,844 | $103,641-45.2% | $107,525-47.1% | $102,872-44.7% |
| Participation rate | 98.6% | 79.4%+19.2pp | 75.1%+23.6pp | 73.0%+25.6pp |
| Annual return | 5.73% | 13.08%-7.4pp | 181.32%-175.6pp | 19.06%-13.3pp |
| Employer contribution / active EE | $0 | $5,096-100.0% | $3,754-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $6,247 | $3,789+64.9% | $5,116+22.1% | $5,535+12.9% |
| Admin fee / account holder | $233 | $276-15.7% | $8,919-97.4% | $292-20.4% |