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 GROUP2+ years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $129,500 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $17,108 |
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 | $114,139 | $74,552+53.1% | $62,995+81.2% | $69,631+63.9% |
| Participation rate | 99.1% | 78.3%+20.8pp | 74.8%+24.3pp | 70.7%+28.4pp |
| Annual return | 11.63% | 15.77%-4.1pp | 87.57%-75.9pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $5,470 | $2,929+86.7% | $2,759+98.3% | $2,032+169.2% |
| Participant deferral / active EE | $3,943 | $2,974+32.6% | $3,329+18.4% | $3,224+22.3% |
| Admin fee / account holder | $104 | $59+75.5% | $3,600-97.1% | $110-5.6% |