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 |
|---|---|---|
FOSTER & WOOD1 year Service code 27 5 CENTERPOINTE DRIVE · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $19,989 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,672 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,939 | $26,114-23.6% | $58,482-65.9% | $74,419-73.2% |
| Participation rate | 41.9% | 32.1%+9.8pp | 50.9%-8.9pp | 70.7%-28.8pp |
| Annual return | 12.12% | 32.51%-20.4pp | 4239.32%-4227.2pp | 34.38%-22.3pp |
| Employer contribution / active EE | $505 | $536-5.6% | $1,053-52.0% | $2,637-80.8% |
| Participant deferral / active EE | $1,531 | $1,075+42.5% | $1,924-20.4% | $4,528-66.2% |
| Admin fee / account holder | $181 | $649-72.2% | $2,516-92.8% | $348-48.1% |