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 27 200 SW MARKET ST · PORTLAND, OR 97201 | Advisory (Plan) | $56,708 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,405 |
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 | $53,255 | $50,815+4.8% | $155,509-65.8% | $77,643-31.4% |
| Participation rate | 97.5% | 63.1%+34.4pp | 78.2%+19.3pp | 70.6%+27.0pp |
| Annual return | 17.72% | 34.80%-17.1pp | 64.67%-46.9pp | 31.24%-13.5pp |
| Employer contribution / active EE | $2,521 | $1,993+26.5% | $4,672-46.1% | $2,726-7.5% |
| Participant deferral / active EE | $6,374 | $2,822+125.9% | $5,626+13.3% | $4,647+37.2% |
| Admin fee / account holder | $119 | $437-72.7% | $15,912-99.3% | $430-72.3% |