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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $195,305 |
MULTNOMAH GROUP6 years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $38,835 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,076 | $111,545-41.7% | $64,056+1.6% | $103,482-37.1% |
| Participation rate | 47.2% | 74.9%-27.8pp | 72.3%-25.1pp | 73.3%-26.1pp |
| Annual return | 18.50% | 17.80%+0.7pp | 33.69%-15.2pp | 33.11%-14.6pp |
| Employer contribution / active EE | $1,667 | $4,573-63.6% | $2,747-39.3% | $3,208-48.0% |
| Participant deferral / active EE | $2,494 | $4,715-47.1% | $3,880-35.7% | $5,207-52.1% |
| Admin fee / account holder | $56 | $45+23.6% | $3,068-98.2% | $114-51.2% |