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 GROUP1 year Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $19,238 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,101 |
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 | $131,299 | $95,542+37.4% | $69,455+89.0% | $67,579+94.3% |
| Participation rate | 98.5% | 79.4%+19.2pp | 74.6%+23.9pp | 71.3%+27.3pp |
| Annual return | 17.69% | 17.67%0pp | 28.97%-11.3pp | 378.56%-360.9pp |
| Employer contribution / active EE | $6,195 | $2,989+107.3% | $2,779+122.9% | $2,148+188.4% |
| Participant deferral / active EE | $4,896 | $3,263+50.1% | $3,535+38.5% | $3,539+38.3% |
| Admin fee / account holder | $16 | $90-81.7% | $3,839-99.6% | $142-88.4% |