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 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $82,776 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP INC Service code 16 · EIN 20-0361079 111 SW 5TH AVENUE SUITE 4000 · PORTLAND, OR 972043643 | Consulting | $48,031 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 30-1413443 PO BOX 7398 · MADISON, WI 537077398 | Accounting | $14,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,765 | $91,762+122.1% | $67,502+201.9% | $77,643+162.4% |
| Participation rate | 99.0% | 75.9%+23.1pp | 72.9%+26.1pp | 70.6%+28.4pp |
| Annual return | 11.98% | 14.87%-2.9pp | 3512.12%-3500.1pp | 31.24%-19.3pp |
| Employer contribution / active EE | $5,822 | $3,181+83.0% | $2,731+113.2% | $2,726+113.6% |
| Participant deferral / active EE | $5,786 | $3,903+48.2% | $4,000+44.7% | $4,647+24.5% |
| Admin fee / account holder | $88 | $176-50.1% | $3,998-97.8% | $430-79.6% |