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 | $84,344 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $26,667 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 | Accounting | $24,150 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,098 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 16 · EIN 43-1270780 | Consulting | $5,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,162 | $66,457-26.0% | $81,382-39.6% | $77,643-36.7% |
| Participation rate | 95.5% | 68.7%+26.7pp | 69.5%+26.0pp | 70.6%+24.9pp |
| Annual return | 14.96% | 15.93%-1.0pp | 24.73%-9.8pp | 31.24%-16.3pp |
| Employer contribution / active EE | $4,514 | $2,159+109.0% | $2,463+83.3% | $2,726+65.6% |
| Participant deferral / active EE | $8,301 | $3,679+125.6% | $3,883+113.8% | $4,647+78.6% |
| Admin fee / account holder | $152 | $583-73.9% | $5,768-97.4% | $430-64.7% |