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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $259,600 |
MULTNOMAH GROUP7 years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $39,802 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $300 |
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.
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 | $72,539 | $117,148-38.1% | $67,502+7.5% | $99,062-26.8% |
| Participation rate | 50.6% | 72.7%-22.1pp | 72.9%-22.3pp | 71.6%-21.1pp |
| Annual return | 13.92% | 14.15%-0.2pp | 3512.12%-3498.2pp | 17.66%-3.7pp |
| Employer contribution / active EE | $1,700 | $4,623-63.2% | $2,731-37.8% | $3,262-47.9% |
| Participant deferral / active EE | $2,461 | $4,782-48.5% | $4,000-38.5% | $5,331-53.8% |
| Admin fee / account holder | $69 | $50+36.9% | $3,998-98.3% | $109-37.1% |