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 CONSULTING3+ years Filed as: DESCHUTES INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0554544 1211 SW FIFTH AVENUE, SUITE 2830 · PORTLAND, OR 972043728 | Advisory (Plan) | $9,758 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,669 | $55,453-23.1% | $170,442-75.0% | $62,292-31.5% |
| Participation rate | 50.0% | 66.4%-16.4pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 19.59% | 21.38%-1.8pp | 205.93%-186.3pp | 28.90%-9.3pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,232 | $2,303+83.8% | $4,939-14.3% | $3,169+33.5% |
| Admin fee / account holder | $143 | $455-68.5% | $13,880-99.0% | $479-70.1% |