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: QUEST INVESTMENT MANAGEMENT, INC Service code 28 · EIN 93-0880854 | Investment Management | $240,000 |
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $108,980 |
US BANK10+ years Filed as: US BANK, NA Service code 19 · EIN 31-0841368 | Securities Custodian | $59,132 |
Filed as: BENNETT HARTMAN MORRIS & KAPLAN Service code 29 · EIN 93-0633539 | Legal | $42,888 |
STANDARD FINANCIAL GROUP10+ years Service code 13 · EIN 93-1253576 | Contract Administrator | $39,920 |
JB NIBLEY INSURANCE10+ years Service code 17 · EIN 93-0494041 | Pension Consulting | $33,375 |
OREGON PACIFIC-CASCADE CHAPTER NECA10+ years Service code 15 · EIN 93-0627041 | Recordkeeping | $29,734 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Service code 28 · EIN 26-2237421 | Investment Management | $23,348 |
PLATFORM CPAS LLP1 year Service code 10 · EIN 88-4342576 | Accounting | $16,148 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,983 | $241,101-63.9% | $103,333-15.8% | $199,593-56.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 13.25% | 17.80%-4.6pp | 24.88%-11.6pp | 34.25%-21.0pp |
| Employer contribution / active EE | $7,843 | $4,244+84.8% | $3,868+102.8% | $3,034+158.5% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $164 | $288-43.0% | $8,355-98.0% | $269-39.0% |