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 99 · EIN 93-1067008 PO BOX 847 · MCMINNVILLE, OR 97128 | Other Fees | $0 |
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 | $81,908 | $47,977+70.7% | $154,107-46.9% | $56,287+45.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.26% | 3.54%-8.8pp | 735.12%-740.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,704 | $2,169+24.7% | $5,298-49.0% | $2,111+28.1% |
| Participant deferral / active EE | $4,595 | $2,392+92.1% | $5,081-9.5% | $3,350+37.2% |
| Admin fee / account holder | $53 | $438-87.9% | $13,411-99.6% | $521-89.8% |