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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $182,704 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $27,110 |
Filed as: LINCOLN FINANCIAL GROUP Service code 23 · EIN 35-0472300 | Direct payment from the plan; Insuran... | $18,491 |
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 | $77,080 | $105,581-27.0% | $70,449+9.4% | $90,288-14.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.1%+24.9pp | 73.4%+26.6pp |
| Annual return | 12.92% | 14.78%-1.9pp | 109.03%-96.1pp | 53.97%-41.0pp |
| Employer contribution / active EE | $3,165 | $3,304-4.2% | $2,737+15.6% | $2,524+25.4% |
| Participant deferral / active EE | $4,914 | $3,813+28.9% | $3,709+32.5% | $4,232+16.1% |
| Admin fee / account holder | $83 | $68+22.4% | $3,845-97.9% | $114-27.5% |