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 · SALEM, OR 97301 | Advisory (Plan) | $53,697 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $612 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,724 | $70,475+119.5% | $100,516+53.9% | $79,858+93.7% |
| Participation rate | 80.5% | 73.7%+6.8pp | 79.4%+1.1pp | 69.6%+10.8pp |
| Annual return | 13.29% | 21.90%-8.6pp | 30.89%-17.6pp | 31.71%-18.4pp |
| Employer contribution / active EE | $947 | $2,165-56.2% | $3,418-72.3% | $2,471-61.7% |
| Participant deferral / active EE | $8,403 | $5,181+62.2% | $6,270+34.0% | $3,740+124.7% |
| Admin fee / account holder | $460 | $4,478-89.7% | $8,081-94.3% | $5,306-91.3% |