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: DESCHUTES INVESTMENT CONSULTING,LLC Service code 26 · EIN 27-3525757 200 SW MARKET ST, SUITE 550 · PORTLAND, OR 97201 | Advisory (Participants) | $10,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $71,514 | $58,879+21.5% | $178,490-59.9% | $73,488-2.7% |
| Participation rate | 39.4% | 66.2%-26.8pp | 81.9%-42.5pp | 70.7%-31.3pp |
| Annual return | 16.47% | 24.86%-8.4pp | 151.07%-134.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,657 | $2,567+81.4% | $5,202-10.5% | $3,740+24.5% |
| Admin fee / account holder | $105 | $400-73.7% | $13,984-99.2% | $513-79.5% |