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 13 · EIN 90-0451904 6500 SW MACADAM AVENUE, SUITE 185 · PORTLAND, OR 97239 | Contract Administrator | $10,595 |
ERICKSON & CARNEGIE, LLP2 years Filed as: ERICKSON AND CARNEGIE, LLP Service code 10 · EIN 46-5607842 | Accounting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,406 | $52,639-84.0% | $185,117-95.5% | $62,292-86.5% |
| Participation rate | 96.6% | 63.9%+32.8pp | 77.3%+19.4pp | 69.5%+27.1pp |
| Annual return | 17.76% | 19.57%-1.8pp | 40.50%-22.7pp | 28.90%-11.1pp |
| Employer contribution / active EE | $1,124 | $1,483-24.2% | $4,182-73.1% | $2,042-45.0% |
| Participant deferral / active EE | $279 | $3,097-91.0% | $5,045-94.5% | $3,169-91.2% |
| Admin fee / account holder | $73 | $374-80.5% | $8,159-99.1% | $479-84.8% |