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 GROUP5+ years Service code 27 · EIN 20-0361079 | Advisory (Plan) | $46,250 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $13,680 |
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 | $125,206 | $84,948+47.4% | $70,449+77.7% | $73,409+70.6% |
| Participation rate | 99.2% | 79.9%+19.2pp | 75.1%+24.1pp | 72.2%+27.0pp |
| Annual return | 7.86% | 13.39%-5.5pp | 109.03%-101.2pp | 59.29%-51.4pp |
| Employer contribution / active EE | $5,556 | $2,834+96.1% | $2,737+103.0% | $2,234+148.8% |
| Participant deferral / active EE | $4,166 | $3,387+23.0% | $3,709+12.3% | $3,805+9.5% |
| Admin fee / account holder | $38 | $98-60.9% | $3,845-99.0% | $158-75.7% |