Filed February 3, 2020
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 | $102,205 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $15,500 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $6,509 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,655 | $79,124-3.1% | $60,874+25.9% | $64,808+18.3% |
| Participation rate | 96.2% | 77.7%+18.5pp | 73.1%+23.1pp | 71.5%+24.8pp |
| Annual return | -10.06% | -7.13%-2.9pp | 16.90%-27.0pp | 32.82%-42.9pp |
| Employer contribution / active EE | $5,856 | $3,050+92.0% | $2,701+116.8% | $2,506+133.7% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $125 | $106+18.7% | $3,224-96.1% | $188-33.2% |