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 9-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 26 · EIN 93-1249395 PO BOX 11810 · EUGENE, OR 97440 | Advisory (Participants) | $26,801 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,164 | $52,884-7.0% | $84,750-42.0% | $55,167-10.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 3.40% | 18.03%-14.6pp | 22.78%-19.4pp | 169.23%-165.8pp |
| Employer contribution / active EE | $7,591 | $2,233+239.9% | $3,574+112.4% | $1,963+286.8% |
| Participant deferral / active EE | $3,947 | $2,644+49.3% | $3,712+6.3% | $3,054+29.2% |
| Admin fee / account holder | $122 | $581-79.0% | $5,332-97.7% | $504-75.8% |