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: KEUDELL MORRISON WEALTH MGMT LLC Service code 27 235 FRONT ST STE 300 · SALEM, OR 97301 | Advisory (Plan) | $60,990 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $950 |
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 | $138,830 | $59,107+134.9% | $86,436+60.6% | $68,494+102.7% |
| Participation rate | 79.5% | 75.2%+4.2pp | 80.3%-0.9pp | 67.9%+11.6pp |
| Annual return | -15.95% | -0.23%-15.7pp | 4394.89%-4410.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,488 | $2,519-1.2% | $3,769-34.0% | $2,596-4.2% |
| Participant deferral / active EE | $10,836 | $5,901+83.6% | $6,952+55.9% | $4,027+169.1% |
| Admin fee / account holder | $553 | $5,637-90.2% | $6,731-91.8% | $5,403-89.8% |