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 |
|---|---|---|
MULTNOMAH GROUP2+ years Service code 28 · EIN 20-0361079 | Investment Management | $27,000 |
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $8 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,744 | $68,408+51.7% | $57,179+81.4% | $57,658+79.9% |
| Participation rate | 99.3% | 79.1%+20.1pp | 75.3%+23.9pp | 70.2%+29.1pp |
| Annual return | 7.66% | 8.51%-0.9pp | 14.59%-6.9pp | 5.13%+2.5pp |
| Employer contribution / active EE | $6,361 | $2,869+121.7% | $2,682+137.2% | $1,974+222.3% |
| Participant deferral / active EE | $4,314 | $2,903+48.6% | $3,096+39.3% | $3,061+40.9% |
| Admin fee / account holder | $18 | $70-73.9% | $3,139-99.4% | $95-80.8% |