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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $143,581 |
MULTNOMAH GROUP7 years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $33,524 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,975 | $96,018+76.0% | $65,493+158.0% | $85,563+97.5% |
| Participation rate | 96.7% | 74.8%+21.9pp | 73.1%+23.6pp | 66.0%+30.8pp |
| Annual return | 13.86% | 14.51%-0.6pp | 982.45%-968.6pp | 31.51%-17.7pp |
| Employer contribution / active EE | $1,795 | $3,235-44.5% | $2,574-30.3% | $2,654-32.3% |
| Participant deferral / active EE | $3,753 | $4,055-7.4% | $3,961-5.2% | $4,375-14.2% |
| Admin fee / account holder | $225 | $271-17.0% | $5,028-95.5% | $834-73.1% |