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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,749 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC. Service code 15 · EIN 20-0361079 | Recordkeeping | $10,000 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,982 | $76,050-39.5% | $96,544-52.4% | $71,457-35.7% |
| Participation rate | 98.4% | 74.4%+24.0pp | 76.0%+22.4pp | 67.9%+30.5pp |
| Annual return | 16.08% | 22.81%-6.7pp | 25.84%-9.8pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,829 | $2,244-18.5% | $2,965-38.3% | $2,588-29.3% |
| Participant deferral / active EE | $4,644 | $4,215+10.2% | $4,851-4.3% | $4,289+8.3% |
| Admin fee / account holder | $207 | $2,707-92.3% | $8,252-97.5% | $1,587-86.9% |