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 10 · EIN 93-0998477 1193 ROYVONNE AVE. SE, SUITE 22 · SALEM, OR 97302 | Accounting | $2,322 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,525 | $65,376+116.5% | $87,100+62.5% | $65,185+117.1% |
| Participation rate | 67.3% | 75.3%-8.1pp | 76.9%-9.6pp | 70.2%-2.9pp |
| Annual return | 21.90% | 31.27%-9.4pp | 28.19%-6.3pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,891 | $1,822+3.8% | $2,521-25.0% | $2,177-13.1% |
| Participant deferral / active EE | $3,752 | $3,388+10.7% | $4,049-7.3% | $3,514+6.8% |
| Admin fee / account holder | $24 | $520-95.4% | $7,497-99.7% | $847-97.2% |