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 GROUP1+ years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $27,750 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $108,183 | $68,408+58.1% | $57,179+89.2% | $57,658+87.6% |
| Participation rate | 99.1% | 79.1%+19.9pp | 75.3%+23.7pp | 70.2%+28.8pp |
| Annual return | 1.62% | 8.51%-6.9pp | 14.59%-13.0pp | 5.13%-3.5pp |
| Employer contribution / active EE | $5,356 | $2,869+86.7% | $2,682+99.7% | $1,974+171.4% |
| Participant deferral / active EE | $3,940 | $2,903+35.7% | $3,096+27.2% | $3,061+28.7% |
| Admin fee / account holder | $32 | $70-54.1% | $3,139-99.0% | $95-66.2% |