See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 111 SW 5TH AVE · PORTLAND, OR 972043643 | Advisory (Plan) | $38,609 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $1,360 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,686 | $79,124+82.9% | $60,874+137.7% | $64,808+123.3% |
| Participation rate | 97.6% | 77.7%+19.9pp | 73.1%+24.5pp | 71.5%+26.1pp |
| Annual return | -3.97% | -7.13%+3.2pp | 16.90%-20.9pp | 32.82%-36.8pp |
| Employer contribution / active EE | $5,134 | $3,050+68.3% | $2,701+90.1% | $2,506+104.9% |
| Participant deferral / active EE | $3,999 | $3,725+7.4% | $3,817+4.8% | $4,310-7.2% |
| Admin fee / account holder | $26 | $106-75.7% | $3,224-99.2% | $188-86.4% |