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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $151,349 |
MULTNOMAH GROUP5 years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $37,890 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $325 |
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 | $49,061 | $98,780-50.3% | $60,874-19.4% | $77,904-37.0% |
| Participation rate | 91.1% | 76.7%+14.4pp | 73.1%+18.0pp | 73.7%+17.4pp |
| Annual return | -9.89% | -11.56%+1.7pp | 16.90%-26.8pp | 12.21%-22.1pp |
| Employer contribution / active EE | $2,118 | $3,605-41.2% | $2,701-21.6% | $2,848-25.6% |
| Participant deferral / active EE | $3,271 | $4,200-22.1% | $3,817-14.3% | $4,806-31.9% |
| Admin fee / account holder | $42 | $89-52.8% | $3,224-98.7% | $133-68.4% |