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 | $27,680 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,562 | $80,724+32.0% | $103,333+3.1% | $74,495+43.0% |
| Participation rate | 64.1% | 65.7%-1.6pp | 74.5%-10.4pp | 67.2%-3.1pp |
| Annual return | 22.54% | 27.56%-5.0pp | 24.88%-2.3pp | 1364.94%-1342.4pp |
| Employer contribution / active EE | $1,308 | $3,157-58.6% | $3,868-66.2% | $2,623-50.1% |
| Participant deferral / active EE | $5,731 | $3,860+48.5% | $5,057+13.3% | $4,346+31.9% |
| Admin fee / account holder | $227 | $2,368-90.4% | $8,355-97.3% | $1,942-88.3% |