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: PAULY ROGERS & CO PC Service code 10 12700 SW 72 AVE · TIGARD, OR 97223 | Accounting | $13,028 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,489 | $109,359+66.9% | $162,163+12.5% | $72,985+150.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 11.80% | 25.46%-13.7pp | 115.59%-103.8pp | 81.00%-69.2pp |
| Employer contribution / active EE | $2,769 | $3,907-29.1% | $5,614-50.7% | $2,440+13.5% |
| Participant deferral / active EE | $4,007 | $5,481-26.9% | $7,298-45.1% | $3,607+11.1% |
| Admin fee / account holder | $194 | $7,972-97.6% | $10,843-98.2% | $5,124-96.2% |