Filed December 14, 2021 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $82,118 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC. Service code 28 · EIN 20-0361079 | Investment Management | $35,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,872 | $79,124+64.1% | $60,874+113.3% | $64,808+100.4% |
| Participation rate | 94.3% | 77.7%+16.6pp | 73.1%+21.2pp | 71.5%+22.9pp |
| Annual return | -12.12% | -7.13%-5.0pp | 16.90%-29.0pp | 32.82%-44.9pp |
| Employer contribution / active EE | $1,368 | $3,050-55.2% | $2,701-49.4% | $2,506-45.4% |
| Participant deferral / active EE | $3,975 | $3,725+6.7% | $3,817+4.2% | $4,310-7.8% |
| Admin fee / account holder | $116 | $106+10.0% | $3,224-96.4% | $188-38.1% |