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 |
|---|---|---|
Service code 27 235 FRONT ST STE 300 · SALEM, OR 97301 | Advisory (Plan) | $48,731 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $136,380 | $63,355+115.3% | $91,989+48.3% | $72,985+86.9% |
| Participation rate | 77.9% | 72.5%+5.4pp | 78.6%-0.7pp | 69.5%+8.4pp |
| Annual return | 19.63% | 35.35%-15.7pp | 69.02%-49.4pp | 81.00%-61.4pp |
| Employer contribution / active EE | $2,002 | $2,116-5.4% | $3,452-42.0% | $2,440-18.0% |
| Participant deferral / active EE | $8,790 | $4,883+80.0% | $5,923+48.4% | $3,607+143.7% |
| Admin fee / account holder | $429 | $4,668-90.8% | $7,743-94.5% | $5,124-91.6% |