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 |
|---|---|---|
MULTNOMAH GROUP9 years Filed as: MULTNOMAH GROUP INC Service code 27 · EIN 20-0361079 | Advisory (Plan) | $37,330 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $25,372 |
CLARK NUBER10+ years Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $23,700 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $393,354 | $129,021+204.9% | $184,203+113.5% | $77,643+406.6% |
| Participation rate | 96.0% | 87.3%+8.7pp | 86.8%+9.2pp | 70.6%+25.5pp |
| Annual return | 15.23% | 33.27%-18.0pp | 28.81%-13.6pp | 31.24%-16.0pp |
| Employer contribution / active EE | $13,030 | $4,413+195.3% | $6,427+102.7% | $2,726+378.0% |
| Participant deferral / active EE | $12,749 | $7,297+74.7% | $9,131+39.6% | $4,647+174.3% |
| Admin fee / account holder | $131 | $254-48.6% | $13,901-99.1% | $430-69.7% |