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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $146,815 |
MULTNOMAH GROUP6 years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $32,708 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $5,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,250 | $91,762+70.3% | $67,502+131.5% | $77,643+101.2% |
| Participation rate | 95.6% | 75.9%+19.7pp | 72.9%+22.7pp | 70.6%+25.0pp |
| Annual return | 11.90% | 14.87%-3.0pp | 3512.12%-3500.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $3,243 | $3,181+2.0% | $2,731+18.7% | $2,726+19.0% |
| Participant deferral / active EE | $3,837 | $3,903-1.7% | $4,000-4.1% | $4,647-17.4% |
| Admin fee / account holder | $241 | $176+37.2% | $3,998-94.0% | $430-43.9% |