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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $122,790 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC. Service code 28 · EIN 20-0361079 | Investment Management | $41,000 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO & COMPANY CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $15,225 |
Service code 16 · EIN 26-1233837 | Consulting | $2,140 |
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 | $156,864 | $83,884+87.0% | $64,056+144.9% | $74,419+110.8% |
| Participation rate | 86.5% | 76.6%+9.8pp | 72.3%+14.2pp | 70.7%+15.7pp |
| Annual return | 15.67% | 16.57%-0.9pp | 33.69%-18.0pp | 34.38%-18.7pp |
| Employer contribution / active EE | $5,866 | $3,084+90.2% | $2,747+113.6% | $2,637+122.4% |
| Participant deferral / active EE | $5,282 | $3,692+43.1% | $3,880+36.1% | $4,528+16.6% |
| Admin fee / account holder | $123 | $196-37.2% | $3,068-96.0% | $348-64.6% |