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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $86,602 |
MULTNOMAH GROUP5 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $41,365 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $18,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,417 | $91,762-2.6% | $67,502+32.5% | $77,643+15.2% |
| Participation rate | 93.1% | 75.9%+17.2pp | 72.9%+20.2pp | 70.6%+22.5pp |
| Annual return | 14.19% | 14.87%-0.7pp | 3512.12%-3497.9pp | 31.24%-17.0pp |
| Employer contribution / active EE | $708 | $3,181-77.7% | $2,731-74.1% | $2,726-74.0% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $158 | $176-10.5% | $3,998-96.1% | $430-63.4% |