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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $249,272 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $57,780 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $26,618 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,913 | $113,293+140.9% | $67,502+304.3% | $199,593+36.7% |
| Participation rate | 98.7% | 73.3%+25.4pp | 72.9%+25.8pp | 72.0%+26.7pp |
| Annual return | 12.01% | 15.88%-3.9pp | 3512.12%-3500.1pp | 34.25%-22.2pp |
| Employer contribution / active EE | $9,461 | $3,401+178.2% | $2,731+246.4% | $3,034+211.8% |
| Participant deferral / active EE | $9,021 | $4,159+116.9% | $4,000+125.5% | $5,087+77.3% |
| Admin fee / account holder | $74 | $103-27.8% | $3,998-98.1% | $269-72.5% |