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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $150,004 |
MULTNOMAH GROUP5 years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $31,912 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,284 | $83,884+80.3% | $64,056+136.2% | $74,419+103.3% |
| Participation rate | 96.6% | 76.6%+19.9pp | 72.3%+24.3pp | 70.7%+25.8pp |
| Annual return | 15.58% | 16.57%-1.0pp | 33.69%-18.1pp | 34.38%-18.8pp |
| Employer contribution / active EE | $6,163 | $3,084+99.9% | $2,747+124.4% | $2,637+133.7% |
| Participant deferral / active EE | $4,800 | $3,692+30.0% | $3,880+23.7% | $4,528+6.0% |
| Admin fee / account holder | $247 | $196+26.0% | $3,068-92.0% | $348-29.0% |