See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 93-1244319 | Advisory (Plan) | $79,038 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $35,874 |
Filed as: ALDRICH RETIREMENT SOLUTIONS, LP Service code 13 680 HAWTHORNE AVENUE, SUITE 140 · SALEM, OR 97301 | Contract Administrator | $13,018 |
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 | $142,483 | $77,660+83.5% | $109,143+30.5% | $79,386+79.5% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 14.81% | 23.44%-8.6pp | 25.75%-10.9pp | 116.85%-102.0pp |
| Employer contribution / active EE | $5,783 | $2,797+106.7% | $3,722+55.4% | $2,427+138.2% |
| Participant deferral / active EE | $8,527 | $3,518+142.4% | $4,653+83.3% | $4,046+110.8% |
| Admin fee / account holder | $587 | $732-19.8% | $6,752-91.3% | $626-6.3% |