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 15 · EIN 01-0233346 | Recordkeeping | $16,197 |
Service code 13 · EIN 96-0998477 1193 ROYVONNE AVE SE · SALEM, OR 97302 | Contract Administrator | $255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,902 | $98,750-34.3% | $149,696-56.6% | $79,858-18.7% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.6%-29.6pp |
| Annual return | 12.70% | 27.43%-14.7pp | 276.60%-263.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,044 | $3,216-67.5% | $4,644-77.5% | $2,471-57.8% |
| Participant deferral / active EE | $1,593 | $5,680-71.9% | $6,842-76.7% | $3,740-57.4% |
| Admin fee / account holder | $307 | $6,053-94.9% | $9,309-96.7% | $5,306-94.2% |