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 |
|---|---|---|
DESCHUTES INVESTMENT CONSULTING1+ years Filed as: DESCHUTES INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0554544 1211 SW FIFTH AVENUE, SUITE 2830 · PORTLAND, OR 972043728 | Advisory (Plan) | $9,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,236 | $37,117-26.6% | $147,614-81.5% | $55,191-50.7% |
| Participation rate | 23.1% | 63.6%-40.5pp | 84.6%-61.5pp | 69.2%-46.0pp |
| Annual return | -1.68% | 3.44%-5.1pp | 61.98%-63.7pp | 10.78%-12.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,996 | $1,985+0.6% | $4,895-59.2% | $3,046-34.5% |
| Admin fee / account holder | $107 | $86+25.3% | $11,611-99.1% | $91+18.1% |