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 GROUP3 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $40,646 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,039 |
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 | $164,959 | $94,833+73.9% | $75,696+117.9% | $86,799+90.0% |
| Participation rate | 93.5% | 79.1%+14.4pp | 74.8%+18.6pp | 72.3%+21.2pp |
| Annual return | 13.31% | 16.91%-3.6pp | 104.53%-91.2pp | 97.91%-84.6pp |
| Employer contribution / active EE | $6,554 | $2,904+125.7% | $2,743+139.0% | $2,405+172.5% |
| Participant deferral / active EE | $5,661 | $3,632+55.9% | $3,821+48.1% | $4,131+37.0% |
| Admin fee / account holder | $32 | $109-70.4% | $3,619-99.1% | $170-81.0% |