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 GROUP4 years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $39,469 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,669 |
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 | $140,881 | $79,124+78.1% | $60,874+131.4% | $64,808+117.4% |
| Participation rate | 93.0% | 77.7%+15.3pp | 73.1%+19.9pp | 71.5%+21.6pp |
| Annual return | -12.61% | -7.13%-5.5pp | 16.90%-29.5pp | 32.82%-45.4pp |
| Employer contribution / active EE | $6,410 | $3,050+110.2% | $2,701+137.3% | $2,506+155.8% |
| Participant deferral / active EE | $5,739 | $3,725+54.1% | $3,817+50.4% | $4,310+33.1% |
| Admin fee / account holder | $30 | $106-71.2% | $3,224-99.1% | $188-83.8% |