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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,513 | $76,670+16.8% | $96,683-7.4% | $71,457+25.3% |
| Participation rate | 65.0% | 66.6%-1.6pp | 74.3%-9.3pp | 67.9%-2.9pp |
| Annual return | 12.58% | 48.29%-35.7pp | 35.69%-23.1pp | 28.85%-16.3pp |
| Employer contribution / active EE | $1,314 | $3,031-56.6% | $3,737-64.8% | $2,588-49.2% |
| Participant deferral / active EE | $5,543 | $3,771+47.0% | $4,878+13.6% | $4,289+29.3% |
| Admin fee / account holder | $306 | $2,028-84.9% | $6,730-95.4% | $1,587-80.7% |