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 · EIN 45-3264817 101 EAST BROADWAY · EUGENE, OR 97401 | Advisory (Plan) | $60,498 |
Service code 37 · EIN 87-3599091 | Loan Processing | $23,389 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 926184518 | Recordkeeping | $19,311 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,026 | $80,724-15.7% | $103,333-34.2% | $74,495-8.7% |
| Participation rate | 85.1% | 65.7%+19.4pp | 74.5%+10.6pp | 67.2%+17.9pp |
| Annual return | 14.02% | 27.56%-13.5pp | 24.88%-10.9pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,634 | $3,157-48.3% | $3,868-57.8% | $2,623-37.7% |
| Participant deferral / active EE | $3,914 | $3,860+1.4% | $5,057-22.6% | $4,346-9.9% |
| Admin fee / account holder | $630 | $2,368-73.4% | $8,355-92.5% | $1,942-67.6% |