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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $30,071 |
MULTNOMAH GROUP4 years Service code 70 · EIN 20-0361079 | Consulting Fees | $27,713 |
KIECKHAFER SCHIFFER LLP7 years Filed as: KIECKHAFER, SCHIFFER LLP Service code 10 · EIN 81-5052000 | Accounting | $11,000 |
KIECKHAFER SCHIFFER LLP1 year Filed as: KIECKHAFER SCHIFFER & COMPANY LLP Service code 70 · EIN 33-0688321 | Consulting Fees | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,389 | $91,538+167.0% | $129,995+88.0% | $75,163+225.1% |
| Participation rate | 89.2% | 71.4%+17.7pp | 78.5%+10.7pp | 67.2%+22.0pp |
| Annual return | 18.11% | -631.11%+649.2pp | -137.18%+155.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,467 | $2,845-48.5% | $4,320-66.0% | $2,670-45.1% |
| Participant deferral / active EE | $9,801 | $4,341+125.8% | $5,820+68.4% | $4,125+137.6% |
| Admin fee / account holder | $277 | $6,790-95.9% | $10,614-97.4% | $5,651-95.1% |