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) | $56,939 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,325 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $156,911 | $68,346+129.6% | $94,646+65.8% | $75,163+108.8% |
| Participation rate | 81.7% | 76.1%+5.6pp | 80.8%+0.9pp | 67.2%+14.5pp |
| Annual return | 14.85% | 616.93%-602.1pp | 156.71%-141.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,190 | $2,701-18.9% | $3,672-40.4% | $2,670-18.0% |
| Participant deferral / active EE | $11,180 | $6,537+71.0% | $7,418+50.7% | $4,125+171.0% |
| Admin fee / account holder | $560 | $5,326-89.5% | $7,231-92.3% | $5,651-90.1% |