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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,764 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP, INC. Service code 15 · EIN 20-0361079 | Recordkeeping | $10,002 |
ADP BROKER-DEALER7 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 | $52,142 | $79,171-34.1% | $102,423-49.1% | $74,495-30.0% |
| Participation rate | 98.3% | 74.8%+23.5pp | 76.5%+21.8pp | 67.2%+31.1pp |
| Annual return | 12.00% | 54.93%-42.9pp | 29.32%-17.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,616 | $2,362+10.7% | $3,023-13.5% | $2,623-0.3% |
| Participant deferral / active EE | $6,156 | $4,415+39.4% | $5,053+21.8% | $4,346+41.7% |
| Admin fee / account holder | $203 | $2,001-89.9% | $9,451-97.9% | $1,942-89.5% |