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 SE · SALEM, OR 97301 | Advisory (Plan) | $40,946 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $9,421 |
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 | $187,903 | $77,503+142.4% | $100,391+87.2% | $80,856+132.4% |
| Participation rate | 93.9% | 76.9%+17.0pp | 81.5%+12.5pp | 67.6%+26.3pp |
| Annual return | 15.53% | 37.20%-21.7pp | 49.20%-33.7pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,510 | $2,801-10.4% | $3,942-36.3% | $2,755-8.9% |
| Participant deferral / active EE | $13,511 | $6,820+98.1% | $8,082+67.2% | $4,296+214.5% |
| Admin fee / account holder | $499 | $5,897-91.5% | $7,899-93.7% | $6,918-92.8% |