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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,301 |
THE CORVALLIS CLINIC2+ years Service code 10 · EIN 93-1221257 | Accounting | $15,600 |
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 | $114,135 | $36,916+209.2% | $156,549-27.1% | $57,658+97.9% |
| Participation rate | 86.2% | 63.4%+22.8pp | 84.0%+2.2pp | 70.2%+16.0pp |
| Annual return | 10.34% | 12.38%-2.0pp | 32.23%-21.9pp | 5.13%+5.2pp |
| Employer contribution / active EE | $2,538 | $1,571+61.6% | $5,501-53.9% | $1,974+28.6% |
| Participant deferral / active EE | $6,168 | $1,926+220.3% | $4,871+26.6% | $3,061+101.5% |
| Admin fee / account holder | $98 | $82+19.0% | $13,027-99.2% | $95+3.9% |