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: MORGAN STANLEY SEAPORT GROUP Service code 13 760 SW 9TH AVE · PORTLAND, OR 97205 | Contract Administrator | $24,719 |
KUENZI & COMPANY LLC5+ years Filed as: KUENZI & COMPANY Service code 10 650 HAWTHORNE AVE SE · SALEM, OR 97301 | Accounting | $15,500 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,232 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $161,898 | $115,770+39.8% | $101,248+59.9% | $158,922+1.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -42.05% | 56.14%-98.2pp | 46.47%-88.5pp | 302.83%-344.9pp |
| Employer contribution / active EE | $8,103 | $4,175+94.1% | $3,660+121.4% | $4,761+70.2% |
| Participant deferral / active EE | $9,672 | $4,957+95.1% | $4,370+121.3% | $5,982+61.7% |
| Admin fee / account holder | $654 | $7,245-91.0% | $5,945-89.0% | $11,246-94.2% |