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 | $35,047 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $16,667 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,018 | $86,944+34.6% | $107,525+8.8% | $74,304+57.5% |
| Participation rate | 70.1% | 59.6%+10.5pp | 75.1%-5.0pp | 60.3%+9.7pp |
| Annual return | 10.28% | 23.52%-13.2pp | 181.32%-171.0pp | 29.43%-19.2pp |
| Employer contribution / active EE | $1,517 | $2,757-45.0% | $3,754-59.6% | $2,241-32.3% |
| Participant deferral / active EE | $6,269 | $3,554+76.4% | $5,116+22.5% | $3,767+66.4% |
| Admin fee / account holder | $266 | $3,727-92.9% | $8,919-97.0% | $2,969-91.1% |