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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $51,356 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $17,500 |
DRINKER BIDDLE & REATH LLP2 years Filed as: DRINKER, BIDDLE & REATH LLP Service code 28 · EIN 23-1423089 | Investment Management | $9,289 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $525 |
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 | $71,297 | $204,517-65.1% | $69,455+2.7% | $77,787-8.3% |
| Participation rate | 91.0% | 74.6%+16.4pp | 74.6%+16.4pp | 73.2%+17.8pp |
| Annual return | 20.05% | 22.10%-2.1pp | 28.97%-8.9pp | 32.57%-12.5pp |
| Employer contribution / active EE | $2,573 | $3,548-27.5% | $2,779-7.4% | $2,504+2.7% |
| Participant deferral / active EE | $3,938 | $3,478+13.2% | $3,535+11.4% | $3,967-0.7% |
| Admin fee / account holder | $28 | $101-71.9% | $3,839-99.3% | $100-71.8% |