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 |
|---|---|---|
J HERRLE9 years Filed as: JOSEPH H. HERRLE & ASSOCIATES Service code 13 · EIN 93-0692196 | Contract Administrator | $716,425 |
WC EARHART1 year Service code 13 12029 NE GLENN WIDING DR · PORTLAND, OR 97220 | Contract Administrator | $242,662 |
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $132,289 |
ALAN BILLER & ASSOCIATES9 years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $95,971 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUM SMITH AND BROWN Service code 10 · EIN 22-2027092 | Accounting | $94,239 |
BROWNSTEIN RASK LLP9 years Service code 29 · EIN 93-0589000 | Legal | $50,344 |
Filed as: OREGON-COLUMBIA CHAPTER NECA Service code 50 · EIN 93-0336168 | Direct Payment | $40,619 |
MILLER KAPLAN ARASE LLP8 years Service code 10 · EIN 95-2036255 | Accounting | $35,715 |
BRIDGETOWN PRINTING4 years Service code 36 5300 N CHANNEL AVE · PORTLAND, OR 97217 | Direct payment from the plan; Copying... | $8,911 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO BANK Service code 50 PO BOX 63020 · SAN FRANCISCO, CA 94163 | Direct Payment | $8,385 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,432 | $140,769-32.2% | $107,525-11.2% | $140,769-32.2% |
| Participation rate | 77.3% | 74.2%+3.1pp | 75.1%+2.2pp | 74.2%+3.1pp |
| Annual return | 4.68% | 16.82%-12.1pp | 181.32%-176.6pp | 16.82%-12.1pp |
| Employer contribution / active EE | $4,121 | $3,906+5.5% | $3,754+9.8% | $3,906+5.5% |
| Participant deferral / active EE | $0 | $6,717-100.0% | $5,116-100.0% | $6,717-100.0% |
| Admin fee / account holder | $65 | $229-71.5% | $8,919-99.3% | $229-71.5% |