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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $55,011 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 27 · EIN 20-0361079 PO BOX 4500 UNIT 38 · PORTLAND, OR 97208 | Advisory (Plan) | $26,167 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,921 | $89,436+56.4% | $164,813-15.1% | $77,643+80.2% |
| Participation rate | 94.8% | 78.6%+16.2pp | 78.6%+16.2pp | 70.6%+24.3pp |
| Annual return | 14.83% | 28.83%-14.0pp | 69.93%-55.1pp | 31.24%-16.4pp |
| Employer contribution / active EE | $4,120 | $2,569+60.4% | $4,341-5.1% | $2,726+51.2% |
| Participant deferral / active EE | $5,552 | $4,897+13.4% | $6,031-7.9% | $4,647+19.5% |
| Admin fee / account holder | $81 | $339-76.1% | $12,690-99.4% | $430-81.1% |