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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,917 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC. Service code 16 · EIN 20-0361079 | Consulting | $10,500 |
KIECKHAFER SCHIFFER LLP1 year Filed as: KIECKHAFER, SCHIFFER & COMPANY LLP Service code 10 · EIN 33-0688321 | Accounting | $10,013 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,231 | $75,183-51.8% | $123,892-70.8% | $55,167-34.3% |
| Participation rate | 73.8% | 72.8%+1.0pp | 81.4%-7.6pp | 69.0%+4.8pp |
| Annual return | 12.25% | 19.01%-6.8pp | 47.52%-35.3pp | 169.23%-157.0pp |
| Employer contribution / active EE | $3,855 | $2,823+36.5% | $4,617-16.5% | $1,963+96.4% |
| Participant deferral / active EE | $7,943 | $5,084+56.2% | $5,984+32.7% | $3,054+160.1% |
| Admin fee / account holder | $169 | $663-74.6% | $8,357-98.0% | $504-66.5% |