Filed May 11, 2021 (most recent of 4 filings on file)
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 | $161,010 |
MULTNOMAH GROUP4 years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $31,134 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,699 | $79,124+70.2% | $60,874+121.3% | $64,808+107.8% |
| Participation rate | 95.8% | 77.7%+18.1pp | 73.1%+22.7pp | 71.5%+24.4pp |
| Annual return | -12.65% | -7.13%-5.5pp | 16.90%-29.5pp | 32.82%-45.5pp |
| Employer contribution / active EE | $5,370 | $3,050+76.1% | $2,701+98.8% | $2,506+114.3% |
| Participant deferral / active EE | $4,457 | $3,725+19.7% | $3,817+16.8% | $4,310+3.4% |
| Admin fee / account holder | $252 | $106+138.7% | $3,224-92.2% | $188+34.3% |