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: RETIREMENT CONSULTING GROUP Service code 26 · EIN 91-1769299 5 CENTERPOINTE DR, STE 400 · LAKE OSWEGO, OR 97035 | Advisory (Participants) | $38,358 |
NWPS5 years Service code 13 · EIN 91-2090931 | Contract Administrator | $26,422 |
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.
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 | $55,591 | $78,485-29.2% | $106,213-47.7% | $74,495-25.4% |
| Participation rate | 84.1% | 72.8%+11.3pp | 75.3%+8.8pp | 67.2%+16.9pp |
| Annual return | 9.89% | 15.95%-6.1pp | 116.14%-106.2pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $2,369 | $2,523-6.1% | $3,171-25.3% | $2,623-9.7% |
| Participant deferral / active EE | $4,168 | $4,322-3.6% | $5,016-16.9% | $4,346-4.1% |
| Admin fee / account holder | $373 | $2,232-83.3% | $11,033-96.6% | $1,942-80.8% |